Wealthcare Capital Management’s Philip Morris PM Stock Holding History

Wealthcare Capital Management’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	$418K	Buy	2,309 +7	+0.3%	+$1.21K	0.04%	72
2026 Q1	$381K	Sell	2,302 -12	-0.5%	-$2.08K	0.04%	65
2025 Q4	$371K	Sell	2,314 -5	-0.2%	-$775	0.04%	65
2025 Q3	$376K	Buy	+2,319	New	+$390K	0.04%	64
2021 Q2	–	Sell	-1,871	Closed	-$166K	–	520
2021 Q1	$166K	Buy	+1,871	New	+$159K	0.02%	77
2020 Q2	–	Sell	-1,599	Closed	-$117K	–	197
2020 Q1	$117K	Sell	1,599 -118	-7%	-$9.71K	0.02%	63
2019 Q4	$146K	Buy	1,717 +122	+8%	+$10.1K	0.02%	70
2019 Q3	$121K	Hold	1,595	–	–	0.01%	71
2019 Q2	$125K	Hold	1,595	–	–	0.02%	67
2019 Q1	$141K	Hold	1,595	–	–	0.02%	61
2018 Q4	$106K	Hold	1,595	–	–	0.02%	67
2018 Q3	$130K	Buy	+1,595	New	+$131K	0.02%	58
2016 Q4	–	Sell	-116	Closed	-$11K	–	209
2016 Q3	$11K	Hold	116	–	–	﹤0.01%	122
2016 Q2	$12K	Hold	116	–	–	﹤0.01%	118
2016 Q1	$11K	Hold	116	–	–	﹤0.01%	128
2015 Q4	$10K	Sell	116 -929	-89%	-$80.6K	﹤0.01%	141
2015 Q3	$83K	Hold	1,045	–	–	0.01%	74
2015 Q2	$84K	Sell	1,045 -710	-40%	-$58.4K	0.01%	79
2015 Q1	$132K	Buy	1,755 +542	+45%	+$44K	0.02%	126
2014 Q4	$99K	Hold	1,213	–	–	0.01%	60
2014 Q3	$101K	Hold	1,213	–	–	0.01%	61
2014 Q2	$102K	Buy	1,213 +116	+11%	+$9.99K	0.02%	58
2014 Q1	$90K	Buy	1,097 +137	+14%	+$11.1K	0.01%	59
2013 Q4	$84K	Hold	960	–	–	0.01%	35
2013 Q3	$83K	Hold	960	–	–	0.01%	32
2013 Q2	$83K	Buy	+960	New	+$89.2K	0.02%	33

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's PM Position: Q2 2026 in Review

Wealthcare Capital Management increased its Philip Morris (PM) stake by 0.3% in Q2 2026, buying an estimated $1.21K and bringing the position to 2,309 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #72.

Wealthcare Capital Management first reported a position in PM in Q2 2013 and has held it in 26 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Wealthcare Capital Management held 2,309 shares of Philip Morris worth $418K as of Q2 2026.
Wealthcare Capital Management bought 7 Philip Morris shares in Q2 2026, an estimated $1.21K.
Philip Morris made up 0.04% of Wealthcare Capital Management's portfolio in Q2 2026, its #72 holding.
Wealthcare Capital Management first reported a position in Philip Morris in Q2 2013 and has held it in 26 quarters since.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.