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Center for Wealth Management Advisory’s Philip Morris PM Stock Holding History

Center for Wealth Management Advisory’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 		– Sell
-1,640
Closed -$263K – 67
2025
Q4 		$263K Buy
+1,640
New +$254K 0.19% 54

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Vanguard Capital Management
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Center for Wealth Management Advisory's PM Position: Q1 2026 in Review

Center for Wealth Management Advisory sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,640 shares — an estimated $263K sold.

Center for Wealth Management Advisory first reported a position in PM in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 2,874 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Center for Wealth Management Advisory reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Center for Wealth Management Advisory sold 1,640 Philip Morris shares in Q1 2026, an estimated $263K.
  • Center for Wealth Management Advisory first reported a position in Philip Morris in Q4 2025 and held it in 1 quarter.
  • Center for Wealth Management Advisory's Philip Morris position peaked at $263K in Q4 2025.
  • 2,874 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.