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Cranbrook Wealth Management’s Philip Morris PM Stock Holding History

Cranbrook 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 		$193K Buy
1,165
+3
+0.3% +$521 0.04% 122
2025
Q4 		$186K Sell
1,162
-1,229
-51% -$190K 0.04% 126
2025
Q3 		$388K Buy
2,391
+1,377
+136% +$232K 0.08% 92
2025
Q2 		$185K Buy
1,014
+62
+7% +$10.6K 0.04% 122
2025
Q1 		$151K Buy
952
+49
+5% +$6.94K 0.04% 124
2024
Q4 		$109K Buy
903
+4
+0.4% +$505 0.03% 141
2024
Q3 		$109K Buy
899
+5
+0.6% +$581 0.02% 142
2024
Q2 		$90.6K Buy
894
+5
+0.6% +$489 0.02% 149
2024
Q1 		$81.4K Sell
889
-125
-12% -$11.5K 0.02% 137
2023
Q4 		$95.4K Buy
1,014
+105
+12% +$9.67K 0.03% 132
2023
Q3 		$84.2K Buy
909
+5
+0.6% +$481 0.02% 127
2023
Q2 		$88.3K Buy
904
+4
+0.4% +$382 0.02% 127
2023
Q1 		$87.5K Buy
900
+4
+0.4% +$399 0.02% 127
2022
Q4 		$90.7K Sell
896
-5
-0.6% -$472 0.02% 120
2022
Q3 		$75K Buy
901
+5
+0.6% +$477 0.02% 136
2022
Q2 		$88K Sell
896
-46
-5% -$4.69K 0.02% 132
2022
Q1 		$89K Buy
942
+4
+0.4% +$400 0.02% 140
2021
Q4 		$89K Sell
938
-2
-0.2% -$187 0.02% 140
2021
Q3 		$89K Buy
940
+4
+0.4% +$402 0.02% 141
2021
Q2 		$93K Buy
936
+5
+0.5% +$480 0.02% 136
2021
Q1 		$83K Buy
931
+104
+13% +$8.83K 0.02% 141
2020
Q4 		$68K Buy
827
+5
+0.6% +$389 0.02% 145
2020
Q3 		$62K Buy
822
+5
+0.6% +$386 0.02% 133
2020
Q2 		$57K Buy
817
+4
+0.5% +$292 0.02% 134
2020
Q1 		$59K Buy
813
+4
+0.5% +$329 0.02% 126
2019
Q4 		$69K Sell
809
-646
-44% -$53.2K 0.02% 128
2019
Q3 		$110K Buy
1,455
+101
+7% +$8K 0.03% 105
2019
Q2 		$106K Buy
1,354
+4
+0.3% +$330 0.03% 105
2019
Q1 		$119K Buy
1,350
+5
+0.4% +$403 0.04% 97
2018
Q4 		$90K Sell
1,345
-27
-2% -$2.25K 0.03% 106
2018
Q3 		$112K Buy
1,372
+4
+0.3% +$328 0.04% 91
2018
Q2 		$110K Buy
1,368
+3
+0.2% +$255 0.04% 87
2018
Q1 		$136K Buy
1,365
+3
+0.2% +$312 0.05% 77
2017
Q4 		$144K Buy
1,362
+2
+0.1% +$213 0.06% 74
2017
Q3 		$151K Buy
1,360
+2
+0.1% +$233 0.06% 72
2017
Q2 		$159K Buy
1,358
+3
+0.2% +$347 0.07% 69
2017
Q1 		$153K Sell
1,355
-1,444
-52% -$149K 0.07% 65
2016
Q4 		$256K Buy
2,799
+803
+40% +$74.4K 0.13% 55
2016
Q3 		$194K Buy
1,996
+3
+0.2% +$301 0.1% 55
2016
Q2 		$203K Buy
1,993
+2
+0.1% +$199 0.1% 53
2016
Q1 		$195K Buy
1,991
+3
+0.2% +$275 0.1% 53
2015
Q4 		$175K Buy
1,988
+3
+0.2% +$260 0.1% 54
2015
Q3 		$157K Buy
1,985
+3
+0.2% +$247 0.09% 56
2015
Q2 		$159K Sell
1,982
-111
-5% -$9.13K 0.09% 59
2015
Q1 		$158K Buy
2,093
+266
+15% +$21.6K 0.09% 57
2014
Q4 		$149K Buy
1,827
+2
+0.1% +$172 0.09% 61
2014
Q3 		$152K Buy
1,825
+247
+16% +$20.9K 0.1% 53
2014
Q2 		$133K Hold
1,578
– – 0.09% 57
2014
Q1 		$129K Sell
1,578
-210
-12% -$17K 0.09% 55
2013
Q4 		$156K Buy
+1,788
New +$156K 0.11% 61

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

Cranbrook Wealth Management's PM Position: Q1 2026 in Review

Cranbrook Wealth Management increased its Philip Morris (PM) stake by 0.26% in Q1 2026, buying an estimated $521 and bringing the position to 1,165 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #122.

Cranbrook Wealth Management first reported a position in PM in Q4 2013 and has held it in 50 quarters since. The position peaked at $388K in Q3 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Cranbrook Wealth Management held 1,165 shares of Philip Morris worth $193K as of Q1 2026.
  • Cranbrook Wealth Management bought 3 Philip Morris shares in Q1 2026, an estimated $521.
  • Philip Morris made up 0.04% of Cranbrook Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Cranbrook Wealth Management first reported a position in Philip Morris in Q4 2013 and has held it in 50 quarters since.
  • Cranbrook Wealth Management's Philip Morris position peaked at $388K in Q3 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.