Able Wealth Management’s Philip Morris PM Stock Holding History

Able 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	$221K	Buy	1,337 +9	+0.7%	+$1.56K	0.06%	118
2025 Q4	$213K	Buy	1,328 +67	+5%	+$10.4K	0.07%	109
2025 Q3	$205K	Buy	1,261 +23	+2%	+$3.87K	0.08%	106
2025 Q2	$225K	Sell	1,238 -34	-3%	-$5.84K	0.11%	98
2025 Q1	$202K	Buy	+1,272	New	+$180K	0.12%	97
2024 Q1	–	Sell	-31	Closed	-$2.92K	–	443
2023 Q4	$2.92K	Buy	+31	New	+$2.86K	﹤0.01%	409

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

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

Able Wealth Management increased its Philip Morris (PM) stake by 0.68% in Q1 2026, buying an estimated $1.56K and bringing the position to 1,337 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #118.

Able Wealth Management first reported a position in PM in Q4 2023 and has held it in 6 quarters since. The position peaked at $225K in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Able Wealth Management held 1,337 shares of Philip Morris worth $221K as of Q1 2026.
Able Wealth Management bought 9 Philip Morris shares in Q1 2026, an estimated $1.56K.
Philip Morris made up 0.06% of Able Wealth Management's portfolio in Q1 2026, its #118 holding.
Able Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 6 quarters since.
Able Wealth Management's Philip Morris position peaked at $225K in Q2 2025.
2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.