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Ashton Thomas Private Wealth’s Philip Morris PM Stock Holding History

Ashton Thomas Private 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 		$4.31M Buy
26,040
+3,205
+14% +$557K 0.1% 217
2025
Q4 		$3.7M Buy
22,835
+3,216
+16% +$498K 0.09% 217
2025
Q3 		$3.18M Buy
19,619
+128
+0.7% +$21.5K 0.08% 239
2025
Q2 		$3.58M Sell
19,491
-912
-4% -$157K 0.13% 184
2025
Q1 		$3.27M Sell
20,403
-481
-2% -$68.1K 0.12% 190
2024
Q4 		$2.54M Buy
20,884
+8,535
+69% +$1.08M 0.1% 235
2024
Q3 		$1.5M Sell
12,349
-562
-4% -$65.3K 0.08% 254
2024
Q2 		$1.31M Buy
12,911
+181
+1% +$17.7K 0.07% 263
2024
Q1 		$1.17M Buy
12,730
+3,701
+41% +$341K 0.07% 281
2023
Q4 		$849K Buy
9,029
+253
+3% +$23.3K 0.05% 321
2023
Q3 		$812K Buy
8,776
+1,492
+20% +$144K 0.06% 322
2023
Q2 		$711K Buy
7,284
+4,379
+151% +$418K 0.05% 340
2023
Q1 		$283K Buy
2,905
+321
+12% +$32K 0.02% 427
2022
Q4 		$262K Sell
2,584
-267
-9% -$25.2K 0.03% 419
2022
Q3 		$237K Buy
2,851
+1
+0% +$95 0.03% 419
2022
Q2 		$281K Buy
2,850
+245
+9% +$25K 0.03% 385
2022
Q1 		$245K Buy
+2,605
New +$261K 0.02% 435
2021
Q4 		– Sell
-2,940
Closed -$279K – 459
2021
Q3 		$279K Sell
2,940
-274
-9% -$27.6K 0.04% 313
2021
Q2 		$319K Buy
+3,214
New +$308K 0.05% 287

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

Ashton Thomas Private Wealth's PM Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Philip Morris (PM) stake by 14% in Q1 2026, buying an estimated $557K and bringing the position to 26,040 shares worth $4.31M. The position accounts for 0.1% of the portfolio, ranked #217.

Ashton Thomas Private Wealth first reported a position in PM in Q2 2021 and has held it in 19 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Ashton Thomas Private Wealth held 26,040 shares of Philip Morris worth $4.31M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 3,205 Philip Morris shares in Q1 2026, an estimated $557K.
  • Philip Morris made up 0.1% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #217 holding.
  • Ashton Thomas Private Wealth first reported a position in Philip Morris in Q2 2021 and has held it in 19 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.