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Cornerstone Wealth Group’s Philip Morris PM Stock Holding History

Cornerstone Wealth Group’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 		$5.84M Buy
38,081
+1,056
+3% +$183K 0.37% 74
2025
Q4 		$5.94M Buy
37,025
+2,614
+8% +$405K 0.41% 73
2025
Q3 		$5.58M Buy
34,411
+612
+2% +$103K 0.38% 76
2025
Q2 		$6.16M Buy
33,799
+1,361
+4% +$234K 0.46% 60
2025
Q1 		$5.15M Sell
32,438
-6,698
-17% -$949K 0.43% 72
2024
Q4 		$4.71M Buy
39,136
+530
+1% +$66.9K 0.38% 73
2024
Q3 		$4.69M Buy
38,606
+31,592
+450% +$3.67M 0.39% 68
2024
Q2 		$711K Hold
7,014
– – 0.06% 141
2024
Q1 		$643K Buy
7,014
+1,391
+25% +$128K 0.06% 146
2023
Q4 		$529K Sell
5,623
-37,941
-87% -$3.5M 0.08% 102
2023
Q3 		$4.03M Buy
43,564
+38,030
+687% +$3.66M 0.72% 44
2023
Q2 		$540K Buy
5,534
+124
+2% +$11.8K 0.1% 103
2023
Q1 		$526K Sell
5,410
-45
-0.8% -$4.49K 0.09% 112
2022
Q4 		$552K Buy
5,455
+77
+1% +$7.27K 0.1% 96
2022
Q3 		$446K Sell
5,378
-282
-5% -$26.9K 0.1% 96
2022
Q2 		$559K Buy
5,660
+365
+7% +$37.2K 0.12% 95
2022
Q1 		$497K Sell
5,295
-104
-2% -$10.4K 0.09% 116
2021
Q4 		$513K Sell
5,399
-103
-2% -$9.63K 0.09% 113
2021
Q3 		$522K Sell
5,502
-161
-3% -$16.2K 0.09% 113
2021
Q2 		$555K Buy
5,663
+6
+0.1% +$576 0.11% 106
2021
Q1 		$533K Buy
5,657
+196
+4% +$16.6K 0.11% 115
2020
Q4 		$452K Sell
5,461
-2,108
-28% -$164K 0.11% 116
2020
Q3 		$568K Buy
7,569
+9
+0.1% +$694 0.16% 89
2020
Q2 		$530K Sell
7,560
-374
-5% -$27.3K 0.13% 88
2020
Q1 		$579K Buy
7,934
+138
+2% +$11.4K 0.2% 76
2019
Q4 		$663K Buy
7,796
+56
+0.7% +$4.62K 0.18% 101
2019
Q3 		$588K Sell
7,740
-795
-9% -$63K 0.15% 92
2019
Q2 		$670K Sell
8,535
-27
-0.3% -$2.23K 0.18% 107
2019
Q1 		$757K Buy
+8,562
New +$690K 0.19% 104

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

Cornerstone Wealth Group's PM Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Philip Morris (PM) stake by 2.9% in Q1 2026, buying an estimated $183K and bringing the position to 38,081 shares worth $5.84M. The position accounts for 0.37% of the portfolio, ranked #74.

Cornerstone Wealth Group first reported a position in PM in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.16M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Cornerstone Wealth Group held 38,081 shares of Philip Morris worth $5.84M as of Q1 2026.
  • Cornerstone Wealth Group bought 1,056 Philip Morris shares in Q1 2026, an estimated $183K.
  • Philip Morris made up 0.37% of Cornerstone Wealth Group's portfolio in Q1 2026, its #74 holding.
  • Cornerstone Wealth Group first reported a position in Philip Morris in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Group's Philip Morris position peaked at $6.16M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.