Aprio Wealth Management’s Philip Morris PM Stock Holding History

Aprio 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	$2.07M	Buy	12,522 +3,792	+43%	+$659K	0.11%	124
2025 Q4	$2.04M	Buy	8,730 +1,997	+30%	+$309K	0.12%	115
2025 Q3	$1.09M	Sell	6,733 -183	-3%	-$30.8K	0.11%	119
2025 Q2	$1.26M	Sell	6,916 -98	-1%	-$16.8K	0.14%	95
2025 Q1	$1.11M	Buy	7,014 +3,099	+79%	+$439K	0.14%	100
2024 Q4	$471K	Buy	3,915 +1,098	+39%	+$139K	0.07%	142
2024 Q3	$342K	Sell	2,817 -1,274	-31%	-$148K	0.05%	174
2024 Q2	$415K	Buy	4,091 +1,233	+43%	+$121K	0.08%	121
2024 Q1	$262K	Buy	2,858 +376	+15%	+$34.7K	0.05%	179
2023 Q4	$233K	Buy	+2,482	New	+$229K	0.05%	166

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

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

Aprio Wealth Management increased its Philip Morris (PM) stake by 43% in Q1 2026, buying an estimated $659K and bringing the position to 12,522 shares worth $2.07M. The position accounts for 0.11% of the portfolio, ranked #124.

Aprio Wealth Management first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Aprio Wealth Management held 12,522 shares of Philip Morris worth $2.07M as of Q1 2026.
Aprio Wealth Management bought 3,792 Philip Morris shares in Q1 2026, an estimated $659K.
Philip Morris made up 0.11% of Aprio Wealth Management's portfolio in Q1 2026, its #124 holding.
Aprio Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.