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Daymark Wealth Partners’s Philip Morris PM Stock Holding History

Daymark 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 		$4.62M Buy
27,967
+319
+1% +$55.4K 0.15% 125
2025
Q4 		$4.43M Sell
27,648
-44
-0.2% -$6.82K 0.14% 121
2025
Q3 		$4.49M Buy
27,692
+3,898
+16% +$656K 0.15% 121
2025
Q2 		$4.33M Buy
23,794
+1,789
+8% +$307K 0.16% 110
2025
Q1 		$3.49M Sell
22,005
-2,073
-9% -$294K 0.15% 116
2024
Q4 		$2.9M Sell
24,078
-405
-2% -$51.1K 0.12% 134
2024
Q3 		$2.97M Sell
24,483
-912
-4% -$106K 0.13% 136
2024
Q2 		$2.57M Buy
25,395
+7,826
+45% +$765K 0.12% 141
2024
Q1 		$1.61M Sell
17,569
-2,568
-13% -$237K 0.09% 151
2023
Q4 		$1.89M Buy
20,137
+50
+0.2% +$4.61K 0.12% 129
2023
Q3 		$1.86M Buy
20,087
+3,634
+22% +$350K 0.13% 127
2023
Q2 		$1.61M Buy
16,453
+4,405
+37% +$421K 0.12% 131
2023
Q1 		$1.17M Buy
12,048
+3,465
+40% +$345K 0.16% 112
2022
Q4 		$869K Buy
+8,583
New +$810K 0.15% 105

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

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

Daymark Wealth Partners increased its Philip Morris (PM) stake by 1.2% in Q1 2026, buying an estimated $55.4K and bringing the position to 27,967 shares worth $4.62M. The position accounts for 0.15% of the portfolio, ranked #125.

Daymark Wealth Partners first reported a position in PM in Q4 2022 and has held it in 14 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Daymark Wealth Partners held 27,967 shares of Philip Morris worth $4.62M as of Q1 2026.
  • Daymark Wealth Partners bought 319 Philip Morris shares in Q1 2026, an estimated $55.4K.
  • Philip Morris made up 0.15% of Daymark Wealth Partners's portfolio in Q1 2026, its #125 holding.
  • Daymark Wealth Partners first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.