Elevatus Welath Management’s Philip Morris PM Stock Holding History

Elevatus Welath 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	$441K	Buy	2,665 +517	+24%	+$89.8K	0.23%	80
2025 Q4	$345K	Sell	2,148 -578	-21%	-$89.5K	0.09%	110
2025 Q3	$442K	Sell	2,726 -39	-1%	-$6.56K	0.13%	82
2025 Q2	$504K	Buy	2,765 +12	+0.4%	+$2.06K	0.17%	67
2025 Q1	$437K	Buy	2,753 +673	+32%	+$95.3K	0.25%	59
2024 Q4	$250K	Buy	2,080 +95	+5%	+$12K	0.09%	84
2024 Q3	$241K	Sell	1,985 -106	-5%	-$12.3K	0.08%	84
2024 Q2	$212K	Buy	+2,091	New	+$204K	0.08%	97
2024 Q1	–	Sell	-2,217	Closed	-$209K	–	106
2023 Q4	$209K	Buy	+2,217	New	+$204K	0.09%	86

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

Elevatus Welath Management's PM Position: Q1 2026 in Review

Elevatus Welath Management increased its Philip Morris (PM) stake by 24% in Q1 2026, buying an estimated $89.8K and bringing the position to 2,665 shares worth $441K. The position accounts for 0.23% of the portfolio, ranked #80.

Elevatus Welath Management first reported a position in PM in Q4 2023 and has held it in 9 quarters since. The position peaked at $504K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Elevatus Welath Management held 2,665 shares of Philip Morris worth $441K as of Q1 2026.
Elevatus Welath Management bought 517 Philip Morris shares in Q1 2026, an estimated $89.8K.
Philip Morris made up 0.23% of Elevatus Welath Management's portfolio in Q1 2026, its #80 holding.
Elevatus Welath Management first reported a position in Philip Morris in Q4 2023 and has held it in 9 quarters since.
Elevatus Welath Management's Philip Morris position peaked at $504K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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