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World Equity Group’s Philip Morris PM Stock Holding History

World Equity 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 		$651K Buy
3,600
+18
+0.5% +$3.12K 0.15% 161
2026
Q1 		$592K Buy
3,582
+1,362
+61% +$237K 0.15% 169
2025
Q4 		$356K Buy
2,220
+30
+1% +$4.65K 0.1% 225
2025
Q3 		$355K Buy
2,190
+148
+7% +$24.9K 0.08% 232
2025
Q2 		$372K Buy
2,042
+197
+11% +$33.8K 0.1% 210
2025
Q1 		$276K Sell
1,845
-1,955
-51% -$277K 0.08% 240
2024
Q4 		$457K Buy
3,800
+1,974
+108% +$249K 0.1% 203
2024
Q3 		$222K Sell
1,826
-1,002
-35% -$116K 0.08% 239
2024
Q2 		$287K Sell
2,828
-2,628
-48% -$257K 0.09% 211
2024
Q1 		$500K Sell
5,456
-1,100
-17% -$101K 0.1% 188
2023
Q4 		$617K Hold
6,556
– – 0.12% 170
2023
Q3 		$607K Buy
6,556
+3,274
+100% +$315K 0.13% 177
2023
Q2 		$320K Sell
3,282
-202,005
-98% -$19.3M 0.09% 237
2023
Q1 		$5.27M Buy
205,287
+201,748
+5,701% +$20.1M 0.79% 18
2022
Q4 		$358K Buy
3,539
+61
+2% +$5.76K 0.09% 227
2022
Q3 		$289K Sell
3,478
-2,700
-44% -$257K 0.07% 250
2022
Q2 		$610K Buy
6,178
+784
+15% +$79.9K 0.15% 156
2022
Q1 		$507K Buy
+5,394
New +$540K 0.11% 209

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

World Equity Group's PM Position: Q2 2026 in Review

World Equity Group increased its Philip Morris (PM) stake by 0.5% in Q2 2026, buying an estimated $3.12K and bringing the position to 3,600 shares worth $651K. The position accounts for 0.15% of the portfolio, ranked #161.

World Equity Group first reported a position in PM in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.27M in Q1 2023. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • World Equity Group held 3,600 shares of Philip Morris worth $651K as of Q2 2026.
  • World Equity Group bought 18 Philip Morris shares in Q2 2026, an estimated $3.12K.
  • Philip Morris made up 0.15% of World Equity Group's portfolio in Q2 2026, its #161 holding.
  • World Equity Group first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Philip Morris position peaked at $5.27M in Q1 2023.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.