Cahaba Wealth Management’s Philip Morris PM Stock Holding History

Cahaba 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	$219K	Buy	1,325 +20	+2%	+$3.48K	0.01%	143
2025 Q4	$209K	Buy	1,305 +4	+0.3%	+$620	0.01%	147
2025 Q3	$211K	Buy	1,301 +9	+0.7%	+$1.51K	0.02%	147
2025 Q2	$235K	Buy	1,292 +16	+1%	+$2.75K	0.02%	140
2025 Q1	$203K	Buy	+1,276	New	+$181K	0.02%	140
2023 Q3	–	Sell	-2,684	Closed	-$262K	–	150
2023 Q2	$262K	Buy	2,684 +143	+6%	+$13.7K	0.03%	120
2023 Q1	$247K	Buy	+2,541	New	+$253K	0.03%	123

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

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

Cahaba Wealth Management increased its Philip Morris (PM) stake by 1.5% in Q1 2026, buying an estimated $3.48K and bringing the position to 1,325 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #143.

Cahaba Wealth Management first reported a position in PM in Q1 2023 and has held it in 7 quarters since. The position peaked at $262K in Q2 2023. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Cahaba Wealth Management held 1,325 shares of Philip Morris worth $219K as of Q1 2026.
Cahaba Wealth Management bought 20 Philip Morris shares in Q1 2026, an estimated $3.48K.
Philip Morris made up 0.01% of Cahaba Wealth Management's portfolio in Q1 2026, its #143 holding.
Cahaba Wealth Management first reported a position in Philip Morris in Q1 2023 and has held it in 7 quarters since.
Cahaba Wealth Management's Philip Morris position peaked at $262K in Q2 2023.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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