WWC
PM icon

Waypoint Wealth Counsel’s Philip Morris PM Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-1,339
Closed -$221K – 216
2026
Q1 		$221K Sell
1,339
-334
-20% -$58K 0.11% 197
2025
Q4 		$268K Sell
1,673
-271
-14% -$42K 0.1% 207
2025
Q3 		$315K Buy
1,944
+60
+3% +$10.1K 0.12% 167
2025
Q2 		$343K Buy
1,884
+592
+46% +$102K 0.17% 94
2025
Q1 		$205K Buy
+1,292
New +$183K 0.13% 112
2023
Q4 		– Sell
-2,162
Closed -$200K – 100
2023
Q3 		$200K Buy
2,162
+14
+0.7% +$1.35K 0.19% 84
2023
Q2 		$210K Sell
2,148
-41
-2% -$3.92K 0.19% 82
2023
Q1 		$213K Buy
2,189
+26
+1% +$2.59K 0.17% 84
2022
Q4 		$219K Buy
+2,163
New +$204K 0.18% 85

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

Waypoint Wealth Counsel's PM Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,339 shares — an estimated $221K sold.

Waypoint Wealth Counsel first reported a position in PM in Q4 2022 and held it in 9 quarters. The position peaked at $343K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,339 Philip Morris shares in Q2 2026, an estimated $221K.
  • Waypoint Wealth Counsel first reported a position in Philip Morris in Q4 2022 and held it in 9 quarters.
  • Waypoint Wealth Counsel's Philip Morris position peaked at $343K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.