DWM
PM icon

Diversify Wealth Management’s Philip Morris PM Stock Holding History

Diversify 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 		$12.5M Buy
76,585
+44,478
+139% +$7.73M 0.22% 88
2025
Q4 		$5.32M Sell
32,107
-944
-3% -$146K 0.25% 107
2025
Q3 		$4.78M Buy
33,051
+305
+0.9% +$51.3K 0.28% 106
2025
Q2 		$5.52M Buy
32,746
+318
+1% +$54.6K 0.34% 74
2025
Q1 		$5.52M Buy
32,428
+1,172
+4% +$166K 0.41% 61
2024
Q4 		$3.66M Buy
31,256
+9,776
+46% +$1.23M 0.29% 95
2024
Q3 		$2.82M Sell
21,480
-919
-4% -$107K 0.27% 95
2024
Q2 		$2.54M Buy
+22,399
New +$2.19M 0.32% 77

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

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

Diversify Wealth Management increased its Philip Morris (PM) stake by 139% in Q1 2026, buying an estimated $7.73M and bringing the position to 76,585 shares worth $12.5M. The position accounts for 0.22% of the portfolio, ranked #88.

Diversify Wealth Management first reported a position in PM in Q2 2024 and has held it in 8 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Diversify Wealth Management held 76,585 shares of Philip Morris worth $12.5M as of Q1 2026.
  • Diversify Wealth Management bought 44,478 Philip Morris shares in Q1 2026, an estimated $7.73M.
  • Philip Morris made up 0.22% of Diversify Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Diversify Wealth Management first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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