Ariadne Wealth Management’s Philip Morris PM Stock Holding History

Ariadne 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	$455K	Buy	2,726 +505	+23%	+$87.8K	0.2%	112
2025 Q4	$420K	Buy	2,221 +779	+54%	+$121K	0.17%	128
2025 Q3	$224K	Sell	1,442 -193	-12%	-$32.5K	0.1%	215
2025 Q2	$271K	Sell	1,635 -1,223	-43%	-$210K	0.13%	167
2025 Q1	$485K	Hold	2,858	–	–	0.25%	89
2024 Q4	$419K	Buy	2,858 +55	+2%	+$6.94K	0.19%	106
2024 Q3	$347K	Buy	+2,803	New	+$326K	0.19%	110

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

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

Ariadne Wealth Management increased its Philip Morris (PM) stake by 23% in Q1 2026, buying an estimated $87.8K and bringing the position to 2,726 shares worth $455K. The position accounts for 0.2% of the portfolio, ranked #112.

Ariadne Wealth Management first reported a position in PM in Q3 2024 and has held it in 7 quarters since. The position peaked at $485K in Q1 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Ariadne Wealth Management held 2,726 shares of Philip Morris worth $455K as of Q1 2026.
Ariadne Wealth Management bought 505 Philip Morris shares in Q1 2026, an estimated $87.8K.
Philip Morris made up 0.2% of Ariadne Wealth Management's portfolio in Q1 2026, its #112 holding.
Ariadne Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
Ariadne Wealth Management's Philip Morris position peaked at $485K in Q1 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.