Campbell Deegan Wealth Management’s Philip Morris PM Stock Holding History

Campbell Deegan 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	$1.37M	Buy	8,279 +23	+0.3%	+$4K	1.1%	12
2025 Q4	$1.32M	Buy	8,256 +33	+0.4%	+$5.11K	1.07%	13
2025 Q3	$1.33M	Buy	8,223 +173	+2%	+$29.1K	1.19%	11
2025 Q2	$1.47M	Buy	8,050 +4	+0%	+$687	1.44%	10
2025 Q1	$1.28M	Sell	8,046 -92	-1%	-$13K	1.47%	10
2024 Q4	$979K	Buy	+8,138	New	+$1.03M	1.18%	10

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

Campbell Deegan Wealth Management's PM Position: Q1 2026 in Review

Campbell Deegan Wealth Management increased its Philip Morris (PM) stake by 0.28% in Q1 2026, buying an estimated $4K and bringing the position to 8,279 shares worth $1.37M. The position accounts for 1.1% of the portfolio, ranked #12.

Campbell Deegan Wealth Management first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.47M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Campbell Deegan Wealth Management held 8,279 shares of Philip Morris worth $1.37M as of Q1 2026.
Campbell Deegan Wealth Management bought 23 Philip Morris shares in Q1 2026, an estimated $4K.
Philip Morris made up 1.1% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #12 holding.
Campbell Deegan Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
Campbell Deegan Wealth Management's Philip Morris position peaked at $1.47M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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