44 Wealth Management’s Philip Morris PM Stock Holding History

44 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 Q1	$3.29M	Buy	19,923 +789	+4%	+$137K	1.15%	14
2025 Q4	$3.07M	Buy	19,134 +2,141	+13%	+$332K	1.03%	19
2025 Q3	$2.76M	Buy	16,993 +72	+0.4%	+$12.1K	0.94%	22
2025 Q2	$3.08M	Buy	16,921 +316	+2%	+$54.3K	1.09%	14
2025 Q1	$2.64M	Sell	16,605 -513	-3%	-$72.7K	0.99%	26
2024 Q4	$2.06M	Sell	17,118 -251	-1%	-$31.7K	0.79%	37
2024 Q3	$2.28M	Buy	+17,369	New	+$2.02M	0.8%	34
2023 Q2	$1.47M	Buy	15,063 +7	+0%	+$669	0.5%	54
2023 Q1	$1.46M	Buy	15,056 +4,238	+39%	+$422K	0.5%	54
2022 Q4	$1.09M	Buy	10,818 +231	+2%	+$21.8K	0.38%	68
2022 Q3	$879K	Sell	10,587 -5	-0%	-$477	0.36%	73
2022 Q2	$1.05M	Buy	10,592 +119	+1%	+$12.1K	0.4%	66
2022 Q1	$984K	Buy	10,473 +1	+0%	+$100	0.35%	76
2021 Q4	$995K	Buy	10,472 +50	+0.5%	+$4.67K	0.35%	71
2021 Q3	$988K	Hold	10,422	–	–	0.38%	69
2021 Q2	$1.03M	Sell	10,422 -348	-3%	-$33.4K	0.4%	66
2021 Q1	$956K	Hold	10,770	–	–	0.4%	60
2020 Q4	$892K	Buy	+10,770	New	+$838K	0.41%	59

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

44 Wealth Management's PM Position: Q1 2026 in Review

44 Wealth Management increased its Philip Morris (PM) stake by 4.1% in Q1 2026, buying an estimated $137K and bringing the position to 19,923 shares worth $3.29M. The position accounts for 1.15% of the portfolio, ranked #14.

44 Wealth Management first reported a position in PM in Q4 2020 and has held it in 18 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

44 Wealth Management held 19,923 shares of Philip Morris worth $3.29M as of Q1 2026.
44 Wealth Management bought 789 Philip Morris shares in Q1 2026, an estimated $137K.
Philip Morris made up 1.15% of 44 Wealth Management's portfolio in Q1 2026, its #14 holding.
44 Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 18 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.