49 Wealth Management’s Philip Morris PM Stock Holding History

49 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	$1.5M	Buy	9,084 +1,201	+15%	+$209K	0.11%	51
2025 Q4	$1.26M	Buy	7,883 +795	+11%	+$123K	0.1%	58
2025 Q3	$1.15M	Buy	7,088 +890	+14%	+$150K	0.11%	53
2025 Q2	$1.13M	Buy	6,198 +864	+16%	+$148K	0.12%	52
2025 Q1	$847K	Buy	5,334 +2,354	+79%	+$333K	0.1%	67
2024 Q4	$359K	Buy	2,980 +548	+23%	+$69.1K	0.05%	105
2024 Q3	$295K	Buy	2,432 +84	+4%	+$9.76K	0.05%	123
2024 Q2	$238K	Buy	+2,348	New	+$230K	0.05%	130

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

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

49 Wealth Management increased its Philip Morris (PM) stake by 15% in Q1 2026, buying an estimated $209K and bringing the position to 9,084 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #51.

49 Wealth Management first reported a position in PM in Q2 2024 and has held it in 8 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

49 Wealth Management held 9,084 shares of Philip Morris worth $1.5M as of Q1 2026.
49 Wealth Management bought 1,201 Philip Morris shares in Q1 2026, an estimated $209K.
Philip Morris made up 0.11% of 49 Wealth Management's portfolio in Q1 2026, its #51 holding.
49 Wealth Management first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.