Dynasty Wealth Management’s Philip Morris PM Stock Holding History

Dynasty 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	$4.24M	Buy	25,671 +1,555	+6%	+$270K	0.04%	84
2025 Q4	$3.87M	Sell	24,116 -3,656	-13%	-$566K	0.04%	98
2025 Q3	$4.5M	Buy	27,772 +9,622	+53%	+$1.62M	0.06%	75
2025 Q2	$3.31M	Sell	18,150 -3,057	-14%	-$525K	0.06%	64
2025 Q1	$3.37M	Buy	21,207 +754	+4%	+$107K	0.06%	69
2024 Q4	$2.46M	Buy	20,453 +866	+4%	+$109K	0.04%	84
2024 Q3	$2.38M	Buy	19,587 +799	+4%	+$92.8K	0.07%	64
2024 Q2	$1.9M	Buy	18,788 +1,684	+10%	+$165K	0.06%	80
2024 Q1	$1.57M	Buy	+17,104	New	+$1.58M	0.05%	81
2018 Q4	–	Sell	-4,129	Closed	-$337K	–	83
2018 Q3	$337K	Buy	+4,129	New	+$339K	0.43%	57
2018 Q2	–	Sell	-2,424	Closed	-$241K	–	80
2018 Q1	$241K	Sell	2,424 -861	-26%	-$89.7K	0.1%	51
2017 Q4	$347K	Buy	+3,285	New	+$350K	0.6%	50

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

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

Dynasty Wealth Management increased its Philip Morris (PM) stake by 6.4% in Q1 2026, buying an estimated $270K and bringing the position to 25,671 shares worth $4.24M. The position accounts for 0.04% of the portfolio, ranked #84.

Dynasty Wealth Management first reported a position in PM in Q4 2017 and has held it in 12 quarters since. The position peaked at $4.5M in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Dynasty Wealth Management held 25,671 shares of Philip Morris worth $4.24M as of Q1 2026.
Dynasty Wealth Management bought 1,555 Philip Morris shares in Q1 2026, an estimated $270K.
Philip Morris made up 0.04% of Dynasty Wealth Management's portfolio in Q1 2026, its #84 holding.
Dynasty Wealth Management first reported a position in Philip Morris in Q4 2017 and has held it in 12 quarters since.
Dynasty Wealth Management's Philip Morris position peaked at $4.5M in Q3 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.