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Capstone Wealth Management Group (Pennsylvania)’s Philip Morris PM Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$270K Buy
1,632
+1
+0.1% +$174 0.11% 82
2025
Q4 		$262K Buy
1,631
+1
+0.1% +$155 0.11% 71
2025
Q3 		$264K Buy
1,630
+130
+9% +$21.9K 0.11% 63
2025
Q2 		$273K Hold
1,500
– – 0.26% 46
2025
Q1 		$238K Buy
+1,500
New +$212K 0.14% 65

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

Capstone Wealth Management Group (Pennsylvania)'s PM Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Philip Morris (PM) stake by 0.06% in Q1 2026, buying an estimated $174 and bringing the position to 1,632 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #82.

Capstone Wealth Management Group (Pennsylvania) first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $273K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 1,632 shares of Philip Morris worth $270K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 1 Philip Morris share in Q1 2026, an estimated $174.
  • Philip Morris made up 0.11% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #82 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Philip Morris position peaked at $273K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.