ViaWealth’s Philip Morris PM Stock Holding History

ViaWealth’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	$825K	Hold	4,561	–	–	0.42%	73
2026 Q1	$754K	Buy	4,561 +29	+0.6%	+$5.04K	0.42%	69
2025 Q4	$727K	Sell	4,532 -348	-7%	-$53.9K	0.41%	75
2025 Q3	$792K	Sell	4,880 -129	-3%	-$21.7K	0.43%	69
2025 Q2	$912K	Sell	5,009 -1,840	-27%	-$316K	0.54%	55
2025 Q1	$1.09M	Sell	6,849 -714	-9%	-$101K	0.67%	40
2024 Q4	$910K	Sell	7,563 -701	-8%	-$88.4K	0.55%	53
2024 Q3	$1M	Hold	8,264	–	–	0.58%	52
2024 Q2	$837K	Hold	8,264	–	–	0.52%	63
2024 Q1	$757K	Sell	8,264 -570	-6%	-$52.6K	0.47%	70
2023 Q4	$831K	Hold	8,834	–	–	0.57%	55
2023 Q3	$818K	Hold	8,834	–	–	0.6%	52
2023 Q2	$862K	Hold	8,834	–	–	0.64%	44
2023 Q1	$859K	Hold	8,834	–	–	0.68%	44
2022 Q4	$904K	Buy	+8,834	New	+$834K	0.74%	36

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

ViaWealth's PM Position: Q2 2026 in Review

ViaWealth held its Philip Morris (PM) position steady in Q2 2026 at 4,561 shares worth $825K. The position accounts for 0.42% of the portfolio, ranked #73.

ViaWealth first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q1 2025. 2,929 funds tracked by Wall St. Rank hold PM as of Q2 2026.

ViaWealth held 4,561 shares of Philip Morris worth $825K as of Q2 2026.
ViaWealth left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.42% of ViaWealth's portfolio in Q2 2026, its #73 holding.
ViaWealth first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Philip Morris position peaked at $1.09M in Q1 2025.
2,929 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.