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WBI Investments’s Philip Morris PM Stock Holding History

WBI Investments’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
-3,954
Closed -$654K – 343
2026
Q1 		$654K Buy
+3,954
New +$687K 0.18% 155
2025
Q3 		– Sell
-6,212
Closed -$1.13M – 354
2025
Q2 		$1.13M Buy
+6,212
New +$1.07M 0.29% 96
2025
Q1 		– Sell
-14,144
Closed -$1.7M – 285
2024
Q4 		$1.7M Buy
14,144
+6,368
+82% +$803K 0.43% 75
2024
Q3 		$944K Sell
7,776
-738
-9% -$85.7K 0.23% 106
2024
Q2 		$863K Sell
8,514
-8,293
-49% -$811K 0.21% 102
2024
Q1 		$1.54M Sell
16,807
-908
-5% -$83.7K 0.32% 82
2023
Q4 		$1.67M Buy
+17,715
New +$1.63M 0.33% 78
2023
Q3 		– Sell
-2,473
Closed -$241K – 227
2023
Q2 		$241K Buy
+2,473
New +$236K 0.04% 181
2022
Q3 		– Sell
-31,253
Closed -$3.08M – 137
2022
Q2 		$3.08M Buy
31,253
+1,951
+7% +$199K 0.67% 37
2022
Q1 		$2.75M Sell
29,302
-9,965
-25% -$997K 0.45% 60
2021
Q4 		$3.73M Buy
39,267
+18
+0% +$1.68K 0.6% 42
2021
Q3 		$3.57M Sell
39,249
-33,238
-46% -$3.34M 0.6% 39
2021
Q2 		$7.18M Buy
72,487
+14,252
+24% +$1.37M 1.1% 20
2021
Q1 		$5.17M Buy
58,235
+14,352
+33% +$1.22M 0.81% 20
2020
Q4 		$3.63M Buy
43,883
+3,857
+10% +$300K 0.55% 42
2020
Q3 		$3M Buy
40,026
+17,149
+75% +$1.32M 0.46% 52
2020
Q2 		$1.6M Buy
+22,877
New +$1.67M 0.26% 51
2020
Q1 		– Sell
-52,725
Closed -$4.49M – 177
2019
Q4 		$4.49M Buy
+52,725
New +$4.35M 0.48% 44
2019
Q2 		– Sell
-73,354
Closed -$6.48M – 279
2019
Q1 		$6.48M Buy
+73,354
New +$5.91M 0.5% 45
2018
Q4 		– Sell
-121,764
Closed -$9.93M – 203
2018
Q3 		$9.93M Buy
+121,764
New +$10M 0.54% 35

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

WBI Investments's PM Position: Q2 2026 in Review

WBI Investments sold out of Philip Morris (PM) in Q2 2026, closing a stake of 3,954 shares — an estimated $654K sold.

WBI Investments first reported a position in PM in Q3 2018 and held it in 20 quarters. The position peaked at $9.93M in Q3 2018. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • WBI Investments reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 3,954 Philip Morris shares in Q2 2026, an estimated $654K.
  • WBI Investments first reported a position in Philip Morris in Q3 2018 and held it in 20 quarters.
  • WBI Investments's Philip Morris position peaked at $9.93M in Q3 2018.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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