Atlas Wealth Partners’s Philip Morris PM Stock Holding History

Atlas Wealth Partners’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	$360K	Hold	2,158	–	–	0.37%	40
2025 Q4	$349K	Buy	2,158 +2	+0.1%	+$310	0.38%	39
2025 Q3	$350K	Hold	2,156	–	–	0.36%	37
2025 Q2	$396K	Buy	2,156 +2	+0.1%	+$343	0.46%	29
2025 Q1	$345K	Buy	2,154 +4	+0.2%	+$567	0.43%	32
2024 Q4	$262K	Hold	2,150	–	–	0.33%	40
2024 Q3	$264K	Buy	+2,150	New	+$250K	0.4%	38
2023 Q3	–	Sell	-2,150	Closed	-$210K	–	28
2023 Q2	$210K	Buy	+2,150	New	+$205K	0.6%	36

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

Atlas Wealth Partners's PM Position: Q1 2026 in Review

Atlas Wealth Partners held its Philip Morris (PM) position steady in Q1 2026 at 2,158 shares worth $360K. The position accounts for 0.37% of the portfolio, ranked #40.

Atlas Wealth Partners first reported a position in PM in Q2 2023 and has held it in 8 quarters since. The position peaked at $396K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Atlas Wealth Partners held 2,158 shares of Philip Morris worth $360K as of Q1 2026.
Atlas Wealth Partners left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.37% of Atlas Wealth Partners's portfolio in Q1 2026, its #40 holding.
Atlas Wealth Partners first reported a position in Philip Morris in Q2 2023 and has held it in 8 quarters since.
Atlas Wealth Partners's Philip Morris position peaked at $396K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.