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TopTier Wealth Management’s Philip Morris PM Stock Holding History

TopTier 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 		– Sell
-53
Closed -$8.76K – 577
2026
Q1 		$8.76K Buy
+53
New +$9.21K 0.01% 349

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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

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

TopTier Wealth Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 53 shares — an estimated $8.76K sold.

TopTier Wealth Management first reported a position in PM in Q1 2026 and held it in 1 quarter. The position peaked at $8.76K in Q1 2026. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • TopTier Wealth Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 53 Philip Morris shares in Q2 2026, an estimated $8.76K.
  • TopTier Wealth Management first reported a position in Philip Morris in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Philip Morris position peaked at $8.76K in Q1 2026.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.