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Absher Wealth Management’s Philip Morris PM Stock Holding History

Absher 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 		$741K Sell
4,483
-121
-3% -$21K 0.09% 51
2025
Q4 		$738K Buy
4,604
+270
+6% +$41.8K 0.09% 49
2025
Q3 		$703K Sell
4,334
-233
-5% -$39.2K 0.08% 53
2025
Q2 		$832K Sell
4,567
-165
-3% -$28.3K 0.1% 44
2025
Q1 		$751K Buy
4,732
+193
+4% +$27.3K 0.1% 46
2024
Q4 		$546K Sell
4,539
-67
-1% -$8.45K 0.07% 54
2024
Q3 		$559K Sell
4,606
-355
-7% -$41.2K 0.07% 52
2024
Q2 		$503K Buy
4,961
+118
+2% +$11.5K 0.07% 46
2024
Q1 		$444K Sell
4,843
-11
-0.2% -$1.01K 0.06% 47
2023
Q4 		$457K Buy
4,854
+140
+3% +$12.9K 0.07% 44
2023
Q3 		$436K Sell
4,714
-88
-2% -$8.47K 0.07% 44
2023
Q2 		$469K Hold
4,802
– – 0.08% 44
2023
Q1 		$467K Buy
4,802
+2,102
+78% +$209K 0.08% 42
2022
Q4 		$273K Sell
2,700
-45
-2% -$4.25K 0.05% 44
2022
Q3 		$228K Sell
2,745
-275
-9% -$26.2K 0.05% 47
2022
Q2 		$298K Sell
3,020
-4,249
-58% -$433K 0.06% 45
2022
Q1 		$683K Sell
7,269
-92,239
-93% -$9.23M 0.12% 43
2021
Q4 		$9.45M Sell
99,508
-826
-0.8% -$77.2K 1.58% 27
2021
Q3 		$9.51M Sell
100,334
-5,474
-5% -$551K 1.76% 27
2021
Q2 		$10.5M Buy
105,808
+902
+0.9% +$86.5K 1.86% 28
2021
Q1 		$9.31M Buy
104,906
+4,731
+5% +$402K 1.76% 28
2020
Q4 		$8.29M Buy
100,175
+4,068
+4% +$317K 1.74% 29
2020
Q3 		$7.21M Sell
96,107
-3,431
-3% -$265K 1.73% 29
2020
Q2 		$6.97M Buy
99,538
+4,539
+5% +$331K 1.78% 29
2020
Q1 		$6.93M Buy
94,999
+1,635
+2% +$135K 2.15% 27
2019
Q4 		$7.91M Buy
+93,364
New +$7.69M 2.01% 27

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Absher Wealth Management reduced its Philip Morris (PM) stake by 2.6% in Q1 2026, selling an estimated $21K and leaving 4,483 shares worth $741K. The position accounts for 0.09% of the portfolio, ranked #51.

Absher Wealth Management first reported a position in PM in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.5M in Q2 2021. 2,857 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Absher Wealth Management held 4,483 shares of Philip Morris worth $741K as of Q1 2026.
  • Absher Wealth Management sold 121 Philip Morris shares in Q1 2026, an estimated $21K.
  • Philip Morris made up 0.09% of Absher Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Absher Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 26 quarters since.
  • Absher Wealth Management's Philip Morris position peaked at $10.5M in Q2 2021.
  • 2,857 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Absher Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.