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Concord Wealth Partners’s Philip Morris PM Stock Holding History

Concord Wealth Partners’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
-244
Closed -$39.1K – 633
2025
Q4 		$39.1K Buy
244
+1
+0.4% +$155 0.01% 358
2025
Q3 		$39.4K Sell
243
-5
-2% -$841 0.01% 372
2025
Q2 		$45.2K Buy
248
+2
+0.8% +$343 0.01% 356
2025
Q1 		$39K Sell
246
-32
-12% -$4.53K 0.01% 353
2024
Q4 		$33.5K Sell
278
-31
-10% -$3.91K 0.01% 389
2024
Q3 		$37.5K Buy
309
+298
+2,709% +$34.6K 0.01% 377
2024
Q2 		$1.08K Sell
11
-457
-98% -$44.7K ﹤0.01% 721
2024
Q1 		$42.8K Buy
468
+73
+18% +$6.73K 0.01% 374
2023
Q4 		$37.1K Sell
395
-4,046
-91% -$373K 0.01% 395
2023
Q3 		$411K Buy
4,441
+2,368
+114% +$228K 0.09% 136
2023
Q2 		$202K Buy
2,073
+725
+54% +$69.3K 0.04% 194
2023
Q1 		$131K Buy
1,348
+361
+37% +$36K 0.04% 216
2022
Q4 		$99.9K Buy
+987
New +$93.1K 0.03% 251
2022
Q3 		– Sell
-1,567
Closed -$155K – 864
2022
Q2 		$155K Buy
1,567
+63
+4% +$6.42K 0.04% 193
2022
Q1 		$141K Buy
1,504
+1
+0.1% +$100 0.04% 237
2021
Q4 		$143K Buy
1,503
+680
+83% +$63.6K 0.04% 245
2021
Q3 		$78K Sell
823
-305
-27% -$30.7K 0.03% 159
2021
Q2 		$112K Sell
1,128
-9
-0.8% -$864 0.03% 218
2021
Q1 		$101K Sell
1,137
-266
-19% -$22.6K 0.03% 219
2020
Q4 		$116K Buy
+1,403
New +$109K 0.09% 119

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

Concord Wealth Partners's PM Position: Q1 2026 in Review

Concord Wealth Partners sold out of Philip Morris (PM) in Q1 2026, closing a stake of 244 shares — an estimated $39.1K sold.

Concord Wealth Partners first reported a position in PM in Q4 2020 and held it in 20 quarters. The position peaked at $411K in Q3 2023. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Concord Wealth Partners reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 244 Philip Morris shares in Q1 2026, an estimated $39.1K.
  • Concord Wealth Partners first reported a position in Philip Morris in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Philip Morris position peaked at $411K in Q3 2023.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.