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Wealth Quarterback’s Philip Morris PM Stock Holding History

Wealth Quarterback’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 		$718K Sell
3,971
-833
-17% -$144K 0.22% 70
2026
Q1 		$794K Sell
4,804
-2,287
-32% -$397K 0.31% 63
2025
Q4 		$1.14M Buy
7,091
+2,313
+48% +$358K 0.41% 44
2025
Q3 		$775K Buy
4,778
+207
+5% +$34.8K 0.3% 65
2025
Q2 		$833K Buy
4,571
+12
+0.3% +$2.06K 0.39% 61
2025
Q1 		$724K Sell
4,559
-51
-1% -$7.22K 0.41% 59
2024
Q4 		$555K Sell
4,610
-45
-1% -$5.68K 0.26% 64
2024
Q3 		$565K Hold
4,655
– – 0.29% 66
2024
Q2 		$472K Sell
4,655
-106
-2% -$10.4K 0.27% 71
2024
Q1 		$436K Sell
4,761
-5
-0.1% -$461 0.24% 77
2023
Q4 		$448K Buy
4,766
+58
+1% +$5.34K 0.27% 79
2023
Q3 		$436K Buy
4,708
+21
+0.4% +$2.02K 0.38% 71
2023
Q2 		$458K Buy
4,687
+24
+0.5% +$2.29K 0.32% 71
2023
Q1 		$453K Buy
4,663
+23
+0.5% +$2.29K 0.38% 62
2022
Q4 		$470K Buy
4,640
+27
+0.6% +$2.55K 0.39% 61
2022
Q3 		$383K Buy
4,613
+24
+0.5% +$2.29K 0.41% 61
2022
Q2 		$453K Buy
+4,589
New +$468K 0.35% 64
2021
Q3 		$430K Buy
25,385
+20,563
+426% +$2.07M 0.29% 71
2021
Q2 		$479K Buy
+4,822
New +$463K 0.29% 69
2020
Q4 		$417K Sell
5,035
-1,983
-28% -$154K 0.35% 69
2020
Q3 		$492K Hold
7,018
– – 0.45% 58
2020
Q2 		$492K Sell
7,018
-124
-2% -$9.04K 0.45% 58
2020
Q1 		$521K Sell
7,142
-24,390
-77% -$2.01M 0.48% 46
2019
Q4 		$638K Buy
+31,532
New +$2.6M 0.55% 42

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 Quarterback's PM Position: Q2 2026 in Review

Wealth Quarterback reduced its Philip Morris (PM) stake by 17% in Q2 2026, selling an estimated $144K and leaving 3,971 shares worth $718K. The position accounts for 0.22% of the portfolio, ranked #70.

Wealth Quarterback first reported a position in PM in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.14M in Q4 2025. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wealth Quarterback held 3,971 shares of Philip Morris worth $718K as of Q2 2026.
  • Wealth Quarterback sold 833 Philip Morris shares in Q2 2026, an estimated $144K.
  • Philip Morris made up 0.22% of Wealth Quarterback's portfolio in Q2 2026, its #70 holding.
  • Wealth Quarterback first reported a position in Philip Morris in Q4 2019 and has held it in 24 quarters since.
  • Wealth Quarterback's Philip Morris position peaked at $1.14M in Q4 2025.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.