Alaethes Wealth’s Philip Morris PM Stock Holding History

Alaethes Wealth’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	$2.66M	Buy	15,964 +3	+0%	+$521	0.76%	39
2025 Q4	$2.58M	Sell	15,961 -59	-0.4%	-$9.14K	0.73%	40
2025 Q3	$2.6M	Sell	16,020 -601	-4%	-$101K	0.74%	38
2025 Q2	$3.05M	Buy	16,621 +1,697	+11%	+$291K	0.91%	30
2025 Q1	$2.39M	Buy	14,924 +591	+4%	+$83.7K	0.88%	37
2024 Q4	$1.74M	Buy	14,333 +682	+5%	+$86K	0.62%	55
2024 Q3	$1.68M	Sell	13,651 -426	-3%	-$49.5K	0.62%	60
2024 Q2	$1.44M	Buy	+14,077	New	+$1.38M	0.6%	65
2024 Q1	–	Sell	-2,626	Closed	-$247K	–	118
2023 Q4	$247K	Buy	+2,626	New	+$242K	0.12%	105
2022 Q2	–	Sell	-208	Closed	-$20K	–	246
2022 Q1	$20K	Buy	+208	New	+$20.8K	0.01%	172

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

Alaethes Wealth's PM Position: Q1 2026 in Review

Alaethes Wealth increased its Philip Morris (PM) stake by 0.02% in Q1 2026, buying an estimated $521 and bringing the position to 15,964 shares worth $2.66M. The position accounts for 0.76% of the portfolio, ranked #39.

Alaethes Wealth first reported a position in PM in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.05M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Alaethes Wealth held 15,964 shares of Philip Morris worth $2.66M as of Q1 2026.
Alaethes Wealth bought 3 Philip Morris shares in Q1 2026, an estimated $521.
Philip Morris made up 0.76% of Alaethes Wealth's portfolio in Q1 2026, its #39 holding.
Alaethes Wealth first reported a position in Philip Morris in Q1 2022 and has held it in 10 quarters since.
Alaethes Wealth's Philip Morris position peaked at $3.05M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.