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Woodard & Company Asset Management Group’s Philip Morris PM Stock Holding History

Woodard & Company Asset Management 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
2025
Q3 		– Sell
-300
Closed -$54.6K – 154
2025
Q2 		$54.6K Buy
+300
New +$51.5K 0.01% 115

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Woodard & Company Asset Management Group's PM Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its Philip Morris (PM) stake by 4.7% in Q2 2026, buying an estimated $54.1K and bringing the position to 6,975 shares worth $1.26M. The position accounts for 0.18% of the portfolio, ranked #68.

Woodard & Company Asset Management Group first reported a position in PM in Q4 2017 and has held it in 35 quarters since. 2,343 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Woodard & Company Asset Management Group held 6,975 shares of Philip Morris worth $1.26M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 312 Philip Morris shares in Q2 2026, an estimated $54.1K.
  • Philip Morris made up 0.18% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #68 holding.
  • Woodard & Company Asset Management Group first reported a position in Philip Morris in Q4 2017 and has held it in 35 quarters since.
  • 2,343 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.