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Wellington-Altus USA’s Philip Morris PM Stock Holding History

Wellington-Altus USA’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 		$34.9K Hold
211
– – 0.02% 381
2026
Q1 		$38.2K Sell
211
-175
-45% -$30.4K 0.02% 394
2025
Q4 		$61.9K Buy
+386
New +$59.8K 0.05% 260

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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

Wellington-Altus USA's PM Position: Q2 2026 in Review

Wellington-Altus USA held its Philip Morris (PM) position steady in Q2 2026 at 211 shares worth $34.9K. The position accounts for 0.02% of the portfolio, ranked #381.

Wellington-Altus USA first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.9K in Q4 2025. 2,934 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Wellington-Altus USA held 211 shares of Philip Morris worth $34.9K as of Q2 2026.
  • Wellington-Altus USA left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #381 holding.
  • Wellington-Altus USA first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Philip Morris position peaked at $61.9K in Q4 2025.
  • 2,934 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.