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Cherry Tree Wealth Management’s Philip Morris PM Stock Holding History

Cherry Tree 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 		$8.43K Hold
51
– – ﹤0.01% 447
2025
Q4 		$8.18K Sell
51
-34
-40% -$5.27K ﹤0.01% 445
2025
Q3 		$13.8K Hold
85
– – ﹤0.01% 376
2025
Q2 		$15.5K Sell
85
-215
-72% -$36.9K ﹤0.01% 363
2025
Q1 		$47.6K Buy
300
+31
+12% +$4.39K 0.01% 260
2024
Q4 		$32.4K Hold
269
– – 0.01% 290
2024
Q3 		$32.7K Hold
269
– – 0.01% 293
2024
Q2 		$27.3K Hold
269
– – 0.01% 299
2024
Q1 		$24.6K Hold
269
– – 0.01% 306
2023
Q4 		$25.3K Hold
269
– – 0.01% 290
2023
Q3 		$24.9K Hold
269
– – 0.01% 279
2023
Q2 		$26.3K Buy
+269
New +$25.7K 0.01% 273

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.37T AUM 44.26% 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

Cherry Tree Wealth Management's PM Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Philip Morris (PM) position steady in Q1 2026 at 51 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Cherry Tree Wealth Management first reported a position in PM in Q2 2023 and has held it in 12 quarters since. The position peaked at $47.6K in Q1 2025. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Cherry Tree Wealth Management held 51 shares of Philip Morris worth $8.43K as of Q1 2026.
  • Cherry Tree Wealth Management left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #447 holding.
  • Cherry Tree Wealth Management first reported a position in Philip Morris in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Philip Morris position peaked at $47.6K in Q1 2025.
  • 2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.