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Uniting Wealth Partners’s Philip Morris PM Stock Holding History

Uniting Wealth Partners’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 		$1.12M Buy
6,161
+68
+1% +$11.8K 0.23% 72
2026
Q1 		$1.02M Sell
6,093
-622
-9% -$108K 0.22% 70
2025
Q4 		$1.09M Sell
6,715
-260
-4% -$40.3K 0.33% 49
2025
Q3 		$1.13M Buy
6,975
+971
+16% +$163K 0.27% 59
2025
Q2 		$1.09M Sell
6,004
-199
-3% -$34.2K 0.42% 35
2025
Q1 		$985K Buy
6,203
+201
+3% +$28.5K 0.49% 27
2024
Q4 		$722K Buy
+6,002
New +$757K 0.35% 38

Other funds holding PM

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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

Uniting Wealth Partners's PM Position: Q2 2026 in Review

Uniting Wealth Partners increased its Philip Morris (PM) stake by 1.1% in Q2 2026, buying an estimated $11.8K and bringing the position to 6,161 shares worth $1.12M. The position accounts for 0.23% of the portfolio, ranked #72.

Uniting Wealth Partners first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Uniting Wealth Partners held 6,161 shares of Philip Morris worth $1.12M as of Q2 2026.
  • Uniting Wealth Partners bought 68 Philip Morris shares in Q2 2026, an estimated $11.8K.
  • Philip Morris made up 0.23% of Uniting Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Uniting Wealth Partners first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Philip Morris position peaked at $1.13M in Q3 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.