Wellington Group’s Philip Morris PM Stock Holding History

Wellington 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	–	Sell	-396	Closed	-$65.5K	–	313
2026 Q1	$65.5K	Sell	396 -89	-18%	-$15.5K	0.02%	244
2025 Q4	$77.8K	Buy	+485	New	+$75.1K	0.03%	209

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

Wellington Group's PM Position: Q2 2026 in Review

Wellington Group sold out of Philip Morris (PM) in Q2 2026, closing a stake of 396 shares — an estimated $65.5K sold.

Wellington Group first reported a position in PM in Q4 2025 and held it in 2 quarters. The position peaked at $77.8K in Q4 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Wellington Group reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 396 Philip Morris shares in Q2 2026, an estimated $65.5K.
Wellington Group first reported a position in Philip Morris in Q4 2025 and held it in 2 quarters.
Wellington Group's Philip Morris position peaked at $77.8K in Q4 2025.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.