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WealthPlan Investment Management’s Philip Morris PM Stock Holding History

WealthPlan Investment 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 		$1.06M Buy
5,875
+35
+0.6% +$6.07K 0.05% 227
2026
Q1 		$966K Sell
5,840
-1,281
-18% -$223K 0.05% 222
2025
Q4 		$1.14M Sell
7,121
-2,977
-29% -$461K 0.07% 188
2025
Q3 		$1.64M Buy
10,098
+702
+7% +$118K 0.11% 141
2025
Q2 		$1.71M Buy
9,396
+5,877
+167% +$1.01M 0.12% 135
2025
Q1 		$559K Buy
3,519
+269
+8% +$38.1K 0.06% 160
2024
Q4 		$391K Sell
3,250
-421
-11% -$53.1K 0.04% 194
2024
Q3 		$446K Buy
3,671
+229
+7% +$26.6K 0.05% 167
2024
Q2 		$349K Buy
+3,442
New +$337K 0.05% 140
2023
Q2 		– Sell
-734
Closed -$71.4K – 442
2023
Q1 		$71.4K Sell
734
-1,785
-71% -$178K 0.01% 222
2022
Q4 		$261K Sell
2,519
-60
-2% -$5.66K 0.02% 335
2022
Q3 		$263K Buy
+2,579
New +$246K 0.02% 317
2022
Q1 		$229K Buy
+2,289
New +$229K 0.02% 359

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

WealthPlan Investment Management's PM Position: Q2 2026 in Review

WealthPlan Investment Management increased its Philip Morris (PM) stake by 0.6% in Q2 2026, buying an estimated $6.07K and bringing the position to 5,875 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #227.

WealthPlan Investment Management first reported a position in PM in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.71M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • WealthPlan Investment Management held 5,875 shares of Philip Morris worth $1.06M as of Q2 2026.
  • WealthPlan Investment Management bought 35 Philip Morris shares in Q2 2026, an estimated $6.07K.
  • Philip Morris made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #227 holding.
  • WealthPlan Investment Management first reported a position in Philip Morris in Q1 2022 and has held it in 13 quarters since.
  • WealthPlan Investment Management's Philip Morris position peaked at $1.71M in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.