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Abundance Wealth Counselors’s Philip Morris PM Stock Holding History

Abundance Wealth Counselors’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 		$282K Buy
+1,704
New +$296K 0.04% 189
2021
Q2 		– Sell
-56
Closed -$5K – 271
2021
Q1 		$5K Buy
+56
New +$4.75K ﹤0.01% 293

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

Abundance Wealth Counselors's PM Position: Q1 2026 in Review

Abundance Wealth Counselors opened a new position in Philip Morris (PM) in Q1 2026: 1,704 shares worth $282K. The stake represents 0.04% of the portfolio and ranks #189 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in PM as recently as Q1 2021.

Abundance Wealth Counselors first reported a position in PM in Q1 2021 and has held it in 2 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Abundance Wealth Counselors held 1,704 shares of Philip Morris worth $282K as of Q1 2026.
  • Philip Morris was a new Abundance Wealth Counselors position in Q1 2026.
  • Philip Morris made up 0.04% of Abundance Wealth Counselors's portfolio in Q1 2026, its #189 holding.
  • Abundance Wealth Counselors first reported a position in Philip Morris in Q1 2021 and has held it in 2 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.