TriaGen Wealth Management’s Philip Morris PM Stock Holding History

TriaGen 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	$379K	Buy	2,093 +30	+1%	+$5.2K	0.09%	149
2026 Q1	$341K	Sell	2,063 -389	-16%	-$67.6K	0.09%	142
2025 Q4	$393K	Sell	2,452 -1	-0%	-$155	0.1%	131
2025 Q3	$398K	Buy	2,453 +20	+0.8%	+$3.37K	0.1%	138
2025 Q2	$443K	Buy	2,433 +491	+25%	+$84.3K	0.13%	124
2025 Q1	$308K	Buy	+1,942	New	+$275K	0.11%	136

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TriaGen Wealth Management increased its Philip Morris (PM) stake by 1.5% in Q2 2026, buying an estimated $5.2K and bringing the position to 2,093 shares worth $379K. The position accounts for 0.09% of the portfolio, ranked #149.

TriaGen Wealth Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $443K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

TriaGen Wealth Management held 2,093 shares of Philip Morris worth $379K as of Q2 2026.
TriaGen Wealth Management bought 30 Philip Morris shares in Q2 2026, an estimated $5.2K.
Philip Morris made up 0.09% of TriaGen Wealth Management's portfolio in Q2 2026, its #149 holding.
TriaGen Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
TriaGen Wealth Management's Philip Morris position peaked at $443K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.