Elk River Wealth Management’s Philip Morris PM Stock Holding History

Elk River 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	$370K	Buy	2,217 +217	+11%	+$37.7K	0.06%	82
2025 Q4	$324K	Hold	2,000	–	–	0.05%	87
2025 Q3	$324K	Hold	2,000	–	–	0.05%	85
2025 Q2	$367K	Hold	2,000	–	–	0.06%	78
2025 Q1	$320K	Hold	2,000	–	–	0.06%	82
2024 Q4	$243K	Hold	2,000	–	–	0.04%	90
2024 Q3	$246K	Hold	2,000	–	–	0.04%	88
2024 Q2	$205K	Buy	+2,000	New	+$196K	0.04%	91
2023 Q1	–	Sell	-2,000	Closed	-$205K	–	113
2022 Q4	$205K	Buy	+2,000	New	+$189K	0.05%	106
2022 Q3	–	Sell	-2,000	Closed	-$200K	–	103
2022 Q2	$200K	Buy	+2,000	New	+$204K	0.05%	104
2021 Q3	–	Sell	-2,000	Closed	-$201K	–	127
2021 Q2	$201K	Buy	+2,000	New	+$192K	0.05%	120

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

Elk River Wealth Management's PM Position: Q1 2026 in Review

Elk River Wealth Management increased its Philip Morris (PM) stake by 11% in Q1 2026, buying an estimated $37.7K and bringing the position to 2,217 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #82.

Elk River Wealth Management first reported a position in PM in Q2 2021 and has held it in 11 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Elk River Wealth Management held 2,217 shares of Philip Morris worth $370K as of Q1 2026.
Elk River Wealth Management bought 217 Philip Morris shares in Q1 2026, an estimated $37.7K.
Philip Morris made up 0.06% of Elk River Wealth Management's portfolio in Q1 2026, its #82 holding.
Elk River Wealth Management first reported a position in Philip Morris in Q2 2021 and has held it in 11 quarters since.
2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.