BlackDiamond Wealth Management’s Philip Morris PM Stock Holding History

BlackDiamond 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	$408K	Buy	2,470 +183	+8%	+$31.8K	0.2%	112
2025 Q4	$416K	Buy	2,287 +65	+3%	+$10.1K	0.2%	104
2025 Q3	$360K	Sell	2,222 -65	-3%	-$10.9K	0.2%	98
2025 Q2	$406K	Buy	2,287 +402	+21%	+$69K	0.23%	82
2025 Q1	$320K	Sell	1,885 -85	-4%	-$12K	0.22%	91
2024 Q4	$237K	Buy	1,970 +201	+11%	+$25.4K	0.14%	139
2024 Q3	$220K	Buy	+1,769	New	+$206K	0.13%	154

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

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

BlackDiamond Wealth Management increased its Philip Morris (PM) stake by 8% in Q1 2026, buying an estimated $31.8K and bringing the position to 2,470 shares worth $408K. The position accounts for 0.2% of the portfolio, ranked #112.

BlackDiamond Wealth Management first reported a position in PM in Q3 2024 and has held it in 7 quarters since. The position peaked at $416K in Q4 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

BlackDiamond Wealth Management held 2,470 shares of Philip Morris worth $408K as of Q1 2026.
BlackDiamond Wealth Management bought 183 Philip Morris shares in Q1 2026, an estimated $31.8K.
Philip Morris made up 0.2% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #112 holding.
BlackDiamond Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
BlackDiamond Wealth Management's Philip Morris position peaked at $416K in Q4 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.