EWM
PM icon

Elite Wealth Management’s Philip Morris PM Stock Holding History

Elite 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
2018
Q3 		– Sell
-100
Closed -$8K – 55
2018
Q2 		$8K Buy
+100
New +$8.49K ﹤0.01% 58
2013
Q4 		– Sell
-8
Closed -$1K – 907
2013
Q3 		$1K Buy
+8
New +$699 ﹤0.01% 407

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

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

Elite Wealth Management reduced its Philip Morris (PM) stake by 2.6% in Q1 2026, selling an estimated $120K and leaving 25,827 shares worth $4.27M. The position accounts for 1.39% of the portfolio, ranked #18.

Elite Wealth Management first reported a position in PM in Q2 2013 and has held it in 29 quarters since. The position peaked at $4.28M in Q3 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Elite Wealth Management held 25,827 shares of Philip Morris worth $4.27M as of Q1 2026.
  • Elite Wealth Management sold 688 Philip Morris shares in Q1 2026, an estimated $120K.
  • Philip Morris made up 1.39% of Elite Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Elite Wealth Management first reported a position in Philip Morris in Q2 2013 and has held it in 29 quarters since.
  • Elite Wealth Management's Philip Morris position peaked at $4.28M in Q3 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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