1WM
PM icon

1900 Wealth Management’s Philip Morris PM Stock Holding History

1900 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 		$1.28M Buy
7,071
+276
+4% +$47.9K 0.07% 111
2026
Q1 		$1.12M Buy
6,795
+19
+0.3% +$3.3K 0.07% 106
2025
Q4 		$1.09M Buy
6,776
+417
+7% +$64.6K 0.07% 103
2025
Q3 		$1.03M Buy
6,359
+392
+7% +$66K 0.07% 105
2025
Q2 		$1.09M Buy
5,967
+115
+2% +$19.7K 0.08% 92
2025
Q1 		$929K Sell
5,852
-653
-10% -$92.5K 0.08% 97
2024
Q4 		$783K Buy
6,505
+7
+0.1% +$883 0.07% 106
2024
Q3 		$789K Buy
6,498
+8
+0.1% +$930 0.07% 108
2024
Q2 		$658K Buy
6,490
+9
+0.1% +$880 0.06% 120
2024
Q1 		$594K Sell
6,481
-451
-7% -$41.6K 0.05% 140
2023
Q4 		$652K Sell
6,932
-273
-4% -$25.2K 0.06% 171
2023
Q3 		$667K Sell
7,205
-388
-5% -$37.3K 0.07% 168
2023
Q2 		$741K Buy
7,593
+661
+10% +$63.2K 0.08% 133
2023
Q1 		$679K Hold
6,932
– – 0.07% 139
2022
Q4 		$702K Sell
6,932
-78
-1% -$7.36K 0.08% 136
2022
Q3 		$581K Buy
7,010
+78
+1% +$7.44K 0.07% 142
2022
Q2 		$685K Hold
6,932
– – 0.07% 135
2022
Q1 		$651K Hold
6,932
– – 0.06% 145
2021
Q4 		$659K Buy
6,932
+483
+7% +$45.1K 0.06% 155
2021
Q3 		$612K Hold
6,449
– – 0.06% 155
2021
Q2 		$639K Hold
6,449
– – 0.06% 141
2021
Q1 		$573 Hold
6,449
– – 0.04% 122
2020
Q4 		$534K Buy
+6,449
New +$502K 0.06% 104

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

1900 Wealth Management's PM Position: Q2 2026 in Review

1900 Wealth Management increased its Philip Morris (PM) stake by 4.1% in Q2 2026, buying an estimated $47.9K and bringing the position to 7,071 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #111.

1900 Wealth Management first reported a position in PM in Q4 2020 and has held it in 23 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • 1900 Wealth Management held 7,071 shares of Philip Morris worth $1.28M as of Q2 2026.
  • 1900 Wealth Management bought 276 Philip Morris shares in Q2 2026, an estimated $47.9K.
  • Philip Morris made up 0.07% of 1900 Wealth Management's portfolio in Q2 2026, its #111 holding.
  • 1900 Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.