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Thrive Wealth Management’s Philip Morris PM Stock Holding History

Thrive Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
6,918
+43
+0.6% +$7.46K 0.16% 69
2026
Q1 		$1.14M Sell
6,875
-415
-6% -$72.1K 0.17% 66
2025
Q4 		$1.17M Buy
7,290
+702
+11% +$109K 0.17% 66
2025
Q3 		$1.07M Sell
6,588
-40
-0.6% -$6.73K 0.16% 70
2025
Q2 		$1.21M Sell
6,628
-155
-2% -$26.6K 0.19% 58
2025
Q1 		$1.08M Sell
6,783
-307
-4% -$43.5K 0.21% 59
2024
Q4 		$853K Sell
7,090
-154
-2% -$19.4K 0.15% 80
2024
Q3 		$879K Sell
7,244
-55
-0.8% -$6.39K 0.16% 79
2024
Q2 		$740K Sell
7,299
-661
-8% -$64.6K 0.14% 89
2024
Q1 		$729K Buy
7,960
+1,272
+19% +$117K 0.15% 85
2023
Q4 		$629K Sell
6,688
-1,798
-21% -$166K 0.14% 92
2023
Q3 		$786K Buy
8,486
+710
+9% +$68.3K 0.21% 67
2023
Q2 		$759K Buy
7,776
+571
+8% +$54.6K 0.2% 74
2023
Q1 		$701K Buy
7,205
+588
+9% +$58.6K 0.18% 73
2022
Q4 		$670K Buy
6,617
+542
+9% +$51.1K 0.19% 69
2022
Q3 		$504K Buy
6,075
+1,056
+21% +$101K 0.18% 80
2022
Q2 		$496K Buy
5,019
+378
+8% +$38.5K 0.17% 77
2022
Q1 		$436K Sell
4,641
-337
-7% -$33.7K 0.13% 96
2021
Q4 		$473K Buy
+4,978
New +$465K 0.16% 80

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thrive Wealth Management's PM Position: Q2 2026 in Review

Thrive Wealth Management increased its Philip Morris (PM) stake by 0.63% in Q2 2026, buying an estimated $7.46K and bringing the position to 6,918 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #69.

Thrive Wealth Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Thrive Wealth Management held 6,918 shares of Philip Morris worth $1.25M as of Q2 2026.
  • Thrive Wealth Management bought 43 Philip Morris shares in Q2 2026, an estimated $7.46K.
  • Philip Morris made up 0.16% of Thrive Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Thrive Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.