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Twin City Private Wealth’s Philip Morris PM Stock Holding History

Twin City Private Wealth’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 		$4.13M Sell
22,651
-1,909
-8% -$331K 2.9% 3
2026
Q1 		$4.1M Sell
24,560
-294
-1% -$51.1K 3.11% 1
2025
Q4 		$4.02M Buy
24,854
+951
+4% +$147K 3.04% 3
2025
Q3 		$3.88M Buy
23,903
+598
+3% +$101K 3.03% 2
2025
Q2 		$4.28M Buy
23,305
+935
+4% +$161K 3.49% 1
2025
Q1 		$3.58M Sell
22,370
-2,557
-10% -$362K 3.15% 2
2024
Q4 		$3.03M Buy
24,927
+1,971
+9% +$249K 2.68% 5
2024
Q3 		$2.82M Sell
22,956
-1,568
-6% -$182K 2.44% 6
2024
Q2 		$2.52M Sell
24,524
-611
-2% -$59.7K 2.38% 7
2024
Q1 		$2.34M Buy
+25,135
New +$2.32M 2.3% 8

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

Twin City Private Wealth's PM Position: Q2 2026 in Review

Twin City Private Wealth reduced its Philip Morris (PM) stake by 7.8% in Q2 2026, selling an estimated $331K and leaving 22,651 shares worth $4.13M. The position accounts for 2.9% of the portfolio, ranked #3.

Twin City Private Wealth first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.28M in Q2 2025. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Twin City Private Wealth held 22,651 shares of Philip Morris worth $4.13M as of Q2 2026.
  • Twin City Private Wealth sold 1,909 Philip Morris shares in Q2 2026, an estimated $331K.
  • Philip Morris made up 2.9% of Twin City Private Wealth's portfolio in Q2 2026, its #3 holding.
  • Twin City Private Wealth first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • Twin City Private Wealth's Philip Morris position peaked at $4.28M in Q2 2025.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.