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Western Wealth Management’s Philip Morris PM Stock Holding History

Western 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 		$1.2M Buy
6,618
+27
+0.4% +$4.68K 0.04% 430
2026
Q1 		$1.09M Buy
6,591
+1,476
+29% +$256K 0.04% 421
2025
Q4 		$820K Sell
5,115
-106
-2% -$16.4K 0.04% 398
2025
Q3 		$847K Buy
5,221
+239
+5% +$40.2K 0.04% 336
2025
Q2 		$907K Buy
4,982
+536
+12% +$92K 0.05% 297
2025
Q1 		$706K Buy
4,446
+64
+1% +$9.06K 0.05% 314
2024
Q4 		$527K Sell
4,382
-541
-11% -$68.3K 0.03% 370
2024
Q3 		$598K Sell
4,923
-272
-5% -$31.6K 0.03% 414
2024
Q2 		$526K Buy
5,195
+26
+0.5% +$2.54K 0.04% 356
2024
Q1 		$474K Buy
5,169
+101
+2% +$9.31K 0.04% 380
2023
Q4 		$477K Buy
5,068
+213
+4% +$19.6K 0.03% 432
2023
Q3 		$449K Buy
4,855
+64
+1% +$6.16K 0.04% 411
2023
Q2 		$468K Buy
4,791
+113
+2% +$10.8K 0.04% 385
2023
Q1 		$455K Sell
4,678
-1,972
-30% -$197K 0.04% 391
2022
Q4 		$673K Sell
6,650
-3,456
-34% -$326K 0.07% 296
2022
Q3 		$840K Buy
10,106
+2,245
+29% +$214K 0.05% 346
2022
Q2 		$776K Sell
7,861
-34
-0.4% -$3.47K 0.04% 361
2022
Q1 		$741K Buy
7,895
+3,080
+64% +$308K 0.04% 411
2021
Q4 		$460K Buy
+4,815
New +$450K 0.05% 348
2021
Q2 		$548K Buy
5,549
+1,745
+46% +$167K 0.06% 338
2021
Q1 		$338K Sell
3,804
-169
-4% -$14.4K 0.05% 377
2020
Q4 		$329K Sell
3,973
-56
-1% -$4.36K 0.05% 329
2020
Q3 		$302K Buy
4,029
+348
+9% +$26.8K 0.05% 332
2020
Q2 		$261K Sell
3,681
-56
-1% -$4.08K 0.05% 338
2020
Q1 		$269K Buy
3,737
+1,118
+43% +$92K 0.06% 287
2019
Q4 		$223K Sell
2,619
-992
-27% -$81.8K 0.03% 368
2019
Q3 		$274K Buy
3,611
+663
+22% +$52.5K 0.06% 307
2019
Q2 		$231K Sell
2,948
-1,038
-26% -$85.7K 0.03% 358
2019
Q1 		$355K Buy
3,986
+473
+13% +$38.1K 0.08% 255
2018
Q4 		$234K Buy
+3,513
New +$293K 0.06% 295

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

Western Wealth Management's PM Position: Q2 2026 in Review

Western Wealth Management increased its Philip Morris (PM) stake by 0.41% in Q2 2026, buying an estimated $4.68K and bringing the position to 6,618 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #430.

Western Wealth Management first reported a position in PM in Q4 2018 and has held it in 30 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Western Wealth Management held 6,618 shares of Philip Morris worth $1.2M as of Q2 2026.
  • Western Wealth Management bought 27 Philip Morris shares in Q2 2026, an estimated $4.68K.
  • Philip Morris made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #430 holding.
  • Western Wealth Management first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.