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Aviso Wealth Management’s Philip Morris PM Stock Holding History

Aviso 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 		$793K Buy
4,798
+597
+14% +$104K 0.36% 63
2025
Q4 		$674K Buy
4,201
+94
+2% +$14.6K 0.28% 77
2025
Q3 		$666K Sell
4,107
-172
-4% -$28.9K 0.29% 74
2025
Q2 		$779K Buy
4,279
+259
+6% +$44.5K 0.36% 68
2025
Q1 		$638K Buy
4,020
+1
+0% +$142 0.34% 78
2024
Q4 		$484K Buy
4,019
+476
+13% +$60.1K 0.25% 91
2024
Q3 		$430K Sell
3,543
-31
-0.9% -$3.6K 0.23% 94
2024
Q2 		$362K Sell
3,574
-2,430
-40% -$238K 0.22% 98
2024
Q1 		$550K Buy
6,004
+641
+12% +$59.1K 0.35% 73
2023
Q4 		$505K Buy
+5,363
New +$494K 0.37% 69

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

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

Aviso Wealth Management increased its Philip Morris (PM) stake by 14% in Q1 2026, buying an estimated $104K and bringing the position to 4,798 shares worth $793K. The position accounts for 0.36% of the portfolio, ranked #63.

Aviso Wealth Management first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Aviso Wealth Management held 4,798 shares of Philip Morris worth $793K as of Q1 2026.
  • Aviso Wealth Management bought 597 Philip Morris shares in Q1 2026, an estimated $104K.
  • Philip Morris made up 0.36% of Aviso Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Aviso Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.