WF
PM icon

Wayfinding Financial’s Philip Morris PM Stock Holding History

Wayfinding Financial’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 		$386K Buy
2,119
+145
+7% +$25.1K 0.15% 103
2026
Q1 		$329K Buy
1,974
+160
+9% +$27.8K 0.14% 99
2025
Q4 		$293K Sell
1,814
-166
-8% -$25.7K 0.12% 110
2025
Q3 		$321K Sell
1,980
-8
-0.4% -$1.35K 0.14% 96
2025
Q2 		$324K Buy
1,988
+25
+1% +$4.29K 0.14% 94
2025
Q1 		$314K Buy
1,963
+9
+0.5% +$1.27K 0.14% 94
2024
Q4 		$235K Buy
+1,954
New +$247K 0.13% 116
2024
Q1 		– Sell
-2,127
Closed -$200K – 132
2023
Q4 		$200K Sell
2,127
-527
-20% -$48.6K 0.14% 112
2023
Q3 		$246K Buy
2,654
+201
+8% +$19.3K 0.19% 93
2023
Q2 		$244K Sell
2,453
-1,099
-31% -$105K 0.17% 96
2023
Q1 		$350K Buy
+3,552
New +$354K 0.27% 63

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

Wayfinding Financial's PM Position: Q2 2026 in Review

Wayfinding Financial increased its Philip Morris (PM) stake by 7.3% in Q2 2026, buying an estimated $25.1K and bringing the position to 2,119 shares worth $386K. The position accounts for 0.15% of the portfolio, ranked #103.

Wayfinding Financial first reported a position in PM in Q1 2023 and has held it in 11 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wayfinding Financial held 2,119 shares of Philip Morris worth $386K as of Q2 2026.
  • Wayfinding Financial bought 145 Philip Morris shares in Q2 2026, an estimated $25.1K.
  • Philip Morris made up 0.15% of Wayfinding Financial's portfolio in Q2 2026, its #103 holding.
  • Wayfinding Financial first reported a position in Philip Morris in Q1 2023 and has held it in 11 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.