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Trueblood Wealth Management’s Philip Morris PM Stock Holding History

Trueblood 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 		$477K Buy
2,636
+182
+7% +$31.6K 0.17% 163
2026
Q1 		$406K Sell
2,454
-348
-12% -$60.5K 0.16% 170
2025
Q4 		$449K Buy
2,802
+104
+4% +$16.1K 0.18% 160
2025
Q3 		$438K Buy
2,698
+53
+2% +$8.92K 0.17% 165
2025
Q2 		$482K Buy
2,645
+221
+9% +$38K 0.2% 144
2025
Q1 		$385K Sell
2,424
-163
-6% -$23.1K 0.18% 158
2024
Q4 		$311K Sell
2,587
-54
-2% -$6.81K 0.15% 182
2024
Q3 		$321K Buy
2,641
+7
+0.3% +$813 0.16% 172
2024
Q2 		$267K Buy
2,634
+9
+0.3% +$880 0.15% 177
2024
Q1 		$241K Buy
2,625
+172
+7% +$15.9K 0.14% 191
2023
Q4 		$231K Buy
+2,453
New +$226K 0.14% 179

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

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

Trueblood Wealth Management increased its Philip Morris (PM) stake by 7.4% in Q2 2026, buying an estimated $31.6K and bringing the position to 2,636 shares worth $477K. The position accounts for 0.17% of the portfolio, ranked #163.

Trueblood Wealth Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $482K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Trueblood Wealth Management held 2,636 shares of Philip Morris worth $477K as of Q2 2026.
  • Trueblood Wealth Management bought 182 Philip Morris shares in Q2 2026, an estimated $31.6K.
  • Philip Morris made up 0.17% of Trueblood Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Trueblood Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Philip Morris position peaked at $482K in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.