Weaver Consulting Group’s Philip Morris PM Stock Holding History

Weaver Consulting Group’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	$248K	Sell	1,373 -7	-0.5%	-$1.21K	0.05%	257
2026 Q1	$228K	Sell	1,380 -24	-2%	-$4.17K	0.05%	256
2025 Q4	$225K	Buy	1,404 +15	+1%	+$2.32K	0.06%	249
2025 Q3	$225K	Buy	1,389 +39	+3%	+$6.56K	0.06%	239
2025 Q2	$246K	Buy	1,350 +28	+2%	+$4.81K	0.07%	209
2025 Q1	$210K	Buy	+1,322	New	+$187K	0.06%	213
2024 Q4	–	Sell	-1,707	Closed	-$207K	–	228
2024 Q3	$207K	Buy	+1,707	New	+$198K	0.07%	209
2020 Q4	–	Sell	-521	Closed	-$39K	–	687
2020 Q3	$39K	Sell	521 -100	-16%	-$7.71K	0.02%	292
2020 Q2	$44K	Buy	621 +91	+17%	+$6.63K	0.03%	272
2020 Q1	$39K	Sell	530 -185	-26%	-$15.2K	0.03%	247
2019 Q4	$54K	Hold	715	–	–	0.03%	227
2019 Q3	$62K	Hold	715	–	–	0.03%	208
2019 Q2	$56K	Hold	715	–	–	0.03%	212
2019 Q1	$55K	Buy	+715	New	+$57.6K	0.02%	457

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

Weaver Consulting Group's PM Position: Q2 2026 in Review

Weaver Consulting Group reduced its Philip Morris (PM) stake by 0.51% in Q2 2026, selling an estimated $1.21K and leaving 1,373 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #257.

Weaver Consulting Group first reported a position in PM in Q1 2019 and has held it in 14 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Weaver Consulting Group held 1,373 shares of Philip Morris worth $248K as of Q2 2026.
Weaver Consulting Group sold 7 Philip Morris shares in Q2 2026, an estimated $1.21K.
Philip Morris made up 0.05% of Weaver Consulting Group's portfolio in Q2 2026, its #257 holding.
Weaver Consulting Group first reported a position in Philip Morris in Q1 2019 and has held it in 14 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.