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Wealth Enhancement Trust Services’s Philip Morris PM Stock Holding History

Wealth Enhancement Trust Services’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 		$894K Sell
4,942
-467
-9% -$81K 0.1% 163
2026
Q1 		$894K Sell
5,409
-59
-1% -$10.3K 0.11% 157
2025
Q4 		$877K Buy
+5,468
New +$847K 0.11% 147

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealth Enhancement Trust Services's PM Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Philip Morris (PM) stake by 8.6% in Q2 2026, selling an estimated $81K and leaving 4,942 shares worth $894K. The position accounts for 0.1% of the portfolio, ranked #163.

Wealth Enhancement Trust Services first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $894K in Q1 2026. 2,348 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,942 shares of Philip Morris worth $894K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 467 Philip Morris shares in Q2 2026, an estimated $81K.
  • Philip Morris made up 0.1% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #163 holding.
  • Wealth Enhancement Trust Services first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Philip Morris position peaked at $894K in Q1 2026.
  • 2,348 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.