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Wagner Wealth Management (South Carolina)’s Philip Morris PM Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1.37M Buy
7,581
+109
+1% +$18.9K 0.25% 57
2026
Q1 		$1.24M Buy
7,472
+326
+5% +$56.6K 0.25% 52
2025
Q4 		$1.15M Buy
7,146
+691
+11% +$107K 0.24% 53
2025
Q3 		$1.05M Sell
6,455
-169
-3% -$28.4K 0.24% 52
2025
Q2 		$1.21M Buy
6,624
+165
+3% +$28.3K 0.28% 45
2025
Q1 		$1.03M Buy
6,459
+67
+1% +$9.49K 0.26% 45
2024
Q4 		$769K Buy
6,392
+377
+6% +$47.6K 0.2% 54
2024
Q3 		$730K Sell
6,015
-4
-0.1% -$465 0.2% 54
2024
Q2 		$610K Buy
6,019
+360
+6% +$35.2K 0.18% 64
2024
Q1 		$519K Sell
5,659
-2,614
-32% -$241K 0.16% 72
2023
Q4 		$778K Buy
8,273
+62
+0.8% +$5.71K 0.26% 62
2023
Q3 		$760K Buy
8,211
+606
+8% +$58.3K 0.28% 59
2023
Q2 		$742K Buy
7,605
+19
+0.3% +$1.81K 0.28% 59
2023
Q1 		$738K Sell
7,586
-1,744
-19% -$174K 0.34% 56
2022
Q4 		$944K Buy
9,330
+2,832
+44% +$267K 0.58% 46
2022
Q3 		$539K Buy
6,498
+3,396
+109% +$324K 0.4% 51
2022
Q2 		$306K Buy
3,102
+476
+18% +$48.5K 0.24% 71
2022
Q1 		$247K Buy
2,626
+2,141
+441% +$214K 0.17% 109
2021
Q4 		$46K Buy
485
+280
+137% +$26.2K 0.04% 267
2021
Q3 		$19K Hold
205
– – 0.02% 384
2021
Q2 		$20K Hold
205
– – 0.01% 385
2021
Q1 		$18K Buy
+205
New +$17.4K 0.01% 377
2018
Q3 		$82K Buy
1,002
+647
+182% +$53.1K 0.05% 209
2018
Q2 		$29K Sell
355
-7
-2% -$594 0.02% 278
2018
Q1 		$36K Sell
362
-147
-29% -$15.3K 0.03% 242
2017
Q4 		$53K Buy
+509
New +$54.2K 0.04% 215

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

Wagner Wealth Management (South Carolina)'s PM Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Philip Morris (PM) stake by 1.5% in Q2 2026, buying an estimated $18.9K and bringing the position to 7,581 shares worth $1.37M. The position accounts for 0.25% of the portfolio, ranked #57.

Wagner Wealth Management (South Carolina) first reported a position in PM in Q4 2017 and has held it in 26 quarters since. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 7,581 shares of Philip Morris worth $1.37M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 109 Philip Morris shares in Q2 2026, an estimated $18.9K.
  • Philip Morris made up 0.25% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #57 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Philip Morris in Q4 2017 and has held it in 26 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.