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WealthCollab’s Philip Morris PM Stock Holding History

WealthCollab’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 		$67.1K Buy
371
+233
+169% +$40.4K 0.02% 203
2026
Q1 		$22.8K Buy
138
+19
+16% +$3.3K 0.01% 346
2025
Q4 		$19.1K Sell
119
-15
-11% -$2.32K 0.01% 409
2025
Q3 		$21.7K Sell
134
-16
-11% -$2.69K 0.01% 343
2025
Q2 		$27.3K Buy
150
+16
+12% +$2.75K 0.02% 284
2025
Q1 		$21.3K Buy
134
+39
+41% +$5.52K 0.01% 308
2024
Q4 		$11.4K Hold
95
– – 0.01% 416
2024
Q3 		$11.5K Hold
95
– – 0.01% 422
2024
Q2 		$9.63K Sell
95
-20
-17% -$1.96K 0.01% 441
2024
Q1 		$10.5K Sell
115
-115
-50% -$10.6K 0.01% 420
2023
Q4 		$21.6K Buy
+230
New +$21.2K 0.02% 264

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

WealthCollab's PM Position: Q2 2026 in Review

WealthCollab increased its Philip Morris (PM) stake by 169% in Q2 2026, buying an estimated $40.4K and bringing the position to 371 shares worth $67.1K. The position accounts for 0.02% of the portfolio, ranked #203.

WealthCollab first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • WealthCollab held 371 shares of Philip Morris worth $67.1K as of Q2 2026.
  • WealthCollab bought 233 Philip Morris shares in Q2 2026, an estimated $40.4K.
  • Philip Morris made up 0.02% of WealthCollab's portfolio in Q2 2026, its #203 holding.
  • WealthCollab first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.