Werba Rubin Papier Wealth Management’s Philip Morris PM Stock Holding History

Werba Rubin Papier Wealth 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	$331K	Sell	1,829 -6	-0.3%	-$1.04K	0.04%	204
2026 Q1	$303K	Buy	1,835 +441	+32%	+$76.6K	0.04%	196
2025 Q4	$224K	Buy	+1,394	New	+$216K	0.06%	203
2025 Q3	–	Sell	-1,145	Closed	-$209K	–	251
2025 Q2	$209K	Buy	+1,145	New	+$197K	0.04%	213

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

Werba Rubin Papier Wealth Management's PM Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Philip Morris (PM) stake by 0.33% in Q2 2026, selling an estimated $1.04K and leaving 1,829 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #204.

Werba Rubin Papier Wealth Management first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Werba Rubin Papier Wealth Management held 1,829 shares of Philip Morris worth $331K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 6 Philip Morris shares in Q2 2026, an estimated $1.04K.
Philip Morris made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #204 holding.
Werba Rubin Papier Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.