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Axis Wealth Partners’s Philip Morris PM Stock Holding History

Axis 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 		$209K Buy
+1,262
New +$219K 0.11% 169
2025
Q4 		– Sell
-1,240
Closed -$201K – 171
2025
Q3 		$201K Buy
1,240
+45
+4% +$7.57K 0.12% 159
2025
Q2 		$218K Buy
+1,195
New +$205K 0.14% 139

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

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

Axis Wealth Partners opened a new position in Philip Morris (PM) in Q1 2026: 1,262 shares worth $209K. The stake represents 0.11% of the portfolio and ranks #169 among its holdings. This is a return to the name: Axis Wealth Partners previously reported a position in PM as recently as Q3 2025.

Axis Wealth Partners first reported a position in PM in Q2 2025 and has held it in 3 quarters since. The position peaked at $218K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Axis Wealth Partners held 1,262 shares of Philip Morris worth $209K as of Q1 2026.
  • Philip Morris was a new Axis Wealth Partners position in Q1 2026.
  • Philip Morris made up 0.11% of Axis Wealth Partners's portfolio in Q1 2026, its #169 holding.
  • Axis Wealth Partners first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • Axis Wealth Partners's Philip Morris position peaked at $218K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.