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Wealth Dimensions Group’s Philip Morris PM Stock Holding History

Wealth Dimensions Group’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 		$772K Buy
4,269
+39
+0.9% +$6.76K 0.14% 79
2026
Q1 		$699K Buy
4,230
+167
+4% +$29K 0.14% 79
2025
Q4 		$652K Sell
4,063
-11
-0.3% -$1.7K 0.13% 83
2025
Q3 		$661K Sell
4,074
-35
-0.9% -$5.89K 0.14% 86
2025
Q2 		$748K Sell
4,109
-80
-2% -$13.7K 0.16% 75
2025
Q1 		$665K Sell
4,189
-30
-0.7% -$4.25K 0.16% 77
2024
Q4 		$508K Sell
4,219
-5
-0.1% -$631 0.12% 89
2024
Q3 		$513K Hold
4,224
– – 0.13% 83
2024
Q2 		$428K Sell
4,224
-887
-17% -$86.7K 0.12% 89
2024
Q1 		$468K Sell
5,111
-32
-0.6% -$2.95K 0.14% 85
2023
Q4 		$484K Sell
5,143
-190
-4% -$17.5K 0.15% 76
2023
Q3 		$494K Sell
5,333
-244
-4% -$23.5K 0.18% 76
2023
Q2 		$544K Sell
5,577
-65
-1% -$6.21K 0.2% 75
2023
Q1 		$549K Sell
5,642
-290
-5% -$28.9K 0.21% 67
2022
Q4 		$600K Buy
5,932
+1,108
+23% +$105K 0.25% 53
2022
Q3 		$400K Buy
4,824
+10
+0.2% +$954 0.2% 73
2022
Q2 		$475K Sell
4,814
-71
-1% -$7.24K 0.23% 66
2022
Q1 		$459K Buy
4,885
+89
+2% +$8.9K 0.21% 83
2021
Q4 		$456K Buy
4,796
+9
+0.2% +$841 0.22% 83
2021
Q3 		$454K Hold
4,787
– – 0.29% 75
2021
Q2 		$474K Buy
4,787
+201
+4% +$19.3K 0.32% 67
2021
Q1 		$407K Buy
4,586
+112
+3% +$9.51K 0.32% 73
2020
Q4 		$370K Buy
+4,474
New +$348K 0.32% 66

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

Wealth Dimensions Group's PM Position: Q2 2026 in Review

Wealth Dimensions Group increased its Philip Morris (PM) stake by 0.92% in Q2 2026, buying an estimated $6.76K and bringing the position to 4,269 shares worth $772K. The position accounts for 0.14% of the portfolio, ranked #79.

Wealth Dimensions Group first reported a position in PM in Q4 2020 and has held it in 23 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wealth Dimensions Group held 4,269 shares of Philip Morris worth $772K as of Q2 2026.
  • Wealth Dimensions Group bought 39 Philip Morris shares in Q2 2026, an estimated $6.76K.
  • Philip Morris made up 0.14% of Wealth Dimensions Group's portfolio in Q2 2026, its #79 holding.
  • Wealth Dimensions Group first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.