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Yukon Wealth Management’s Philip Morris PM Stock Holding History

Yukon 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 		$469K Buy
+2,590
New +$449K 0.13% 93
2025
Q4 		– Sell
-3,017
Closed -$489K – 115
2025
Q3 		$489K Sell
3,017
-698
-19% -$117K 0.16% 82
2025
Q2 		$677K Buy
3,715
+59
+2% +$10.1K 0.24% 63
2025
Q1 		$580K Buy
+3,656
New +$518K 0.24% 65

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Vanguard Capital Management
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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

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

Yukon Wealth Management opened a new position in Philip Morris (PM) in Q2 2026: 2,590 shares worth $469K. The stake represents 0.13% of the portfolio and ranks #93 among its holdings. This is a return to the name: Yukon Wealth Management previously reported a position in PM as recently as Q3 2025.

Yukon Wealth Management first reported a position in PM in Q1 2025 and has held it in 4 quarters since. The position peaked at $677K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Yukon Wealth Management held 2,590 shares of Philip Morris worth $469K as of Q2 2026.
  • Philip Morris was a new Yukon Wealth Management position in Q2 2026.
  • Philip Morris made up 0.13% of Yukon Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Yukon Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 4 quarters since.
  • Yukon Wealth Management's Philip Morris position peaked at $677K in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.