Code Waechter’s Philip Morris PM Stock Holding History

Code Waechter’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	$823K	Buy	4,976 +1,367	+38%	+$238K	0.49%	46
2025 Q4	$579K	Buy	3,609 +1,806	+100%	+$280K	0.37%	60
2025 Q3	$287K	Sell	1,803 -92	-5%	-$15.5K	0.19%	90
2025 Q2	$345K	Sell	1,895 -356	-16%	-$61.1K	0.25%	80
2025 Q1	$357K	Sell	2,251 -199	-8%	-$28.2K	0.29%	79
2024 Q4	$295K	Sell	2,450 -84	-3%	-$10.6K	0.26%	78
2024 Q3	$308K	Buy	+2,534	New	+$294K	0.29%	74

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

Code Waechter's PM Position: Q1 2026 in Review

Code Waechter increased its Philip Morris (PM) stake by 38% in Q1 2026, buying an estimated $238K and bringing the position to 4,976 shares worth $823K. The position accounts for 0.49% of the portfolio, ranked #46.

Code Waechter first reported a position in PM in Q3 2024 and has held it in 7 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Code Waechter held 4,976 shares of Philip Morris worth $823K as of Q1 2026.
Code Waechter bought 1,367 Philip Morris shares in Q1 2026, an estimated $238K.
Philip Morris made up 0.49% of Code Waechter's portfolio in Q1 2026, its #46 holding.
Code Waechter first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.