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XXI Wealth LLC’s Philip Morris PM Stock Holding History

XXI Wealth LLC’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 		$564K Buy
3,115
+280
+10% +$48.6K 0.26% 99
2026
Q1 		$469K Buy
2,835
+706
+33% +$123K 0.27% 101
2025
Q4 		$341K Buy
+2,129
New +$330K 0.21% 120

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

XXI Wealth LLC's PM Position: Q2 2026 in Review

XXI Wealth LLC increased its Philip Morris (PM) stake by 9.9% in Q2 2026, buying an estimated $48.6K and bringing the position to 3,115 shares worth $564K. The position accounts for 0.26% of the portfolio, ranked #99.

XXI Wealth LLC first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • XXI Wealth LLC held 3,115 shares of Philip Morris worth $564K as of Q2 2026.
  • XXI Wealth LLC bought 280 Philip Morris shares in Q2 2026, an estimated $48.6K.
  • Philip Morris made up 0.26% of XXI Wealth LLC's portfolio in Q2 2026, its #99 holding.
  • XXI Wealth LLC first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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