Consilium Wealth Advisory’s Philip Morris PM Stock Holding History

Consilium Wealth 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	$241K	Buy	+1,457	New	+$253K	0.08%	93

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

Consilium Wealth Advisory's PM Position: Q1 2026 in Review

Consilium Wealth Advisory opened a new position in Philip Morris (PM) in Q1 2026: 1,457 shares worth $241K. The stake represents 0.08% of the portfolio and ranks #93 among its holdings.

2,857 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Consilium Wealth Advisory held 1,457 shares of Philip Morris worth $241K as of Q1 2026.
Philip Morris was a new Consilium Wealth Advisory position in Q1 2026.
Philip Morris made up 0.08% of Consilium Wealth Advisory's portfolio in Q1 2026, its #93 holding.
2,857 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.