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Evermay Wealth Management’s Philip Morris PM Stock Holding History

Evermay 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 		$183K Hold
1,100
– – 0.02% 199
2025
Q4 		$177K Hold
1,100
– – 0.02% 208
2025
Q3 		$178K Sell
1,100
-74
-6% -$12.4K 0.02% 205
2025
Q2 		$215K Buy
1,174
+193
+20% +$33.1K 0.03% 188
2025
Q1 		$157K Hold
981
– – 0.02% 214
2024
Q4 		$119K Sell
981
-17
-2% -$2.15K 0.02% 241
2024
Q3 		$122K Hold
998
– – 0.02% 245
2024
Q2 		$102K Sell
998
-5
-0.5% -$489 0.02% 268
2024
Q1 		$92.8K Sell
1,003
-14
-1% -$1.29K 0.01% 286
2023
Q4 		$98.4K Sell
1,017
-1,406
-58% -$130K 0.02% 260
2023
Q3 		$227K Hold
2,423
– – 0.05% 158
2023
Q2 		$239K Buy
2,423
+17
+0.7% +$1.62K 0.05% 159
2023
Q1 		$237K Hold
2,406
– – 0.05% 157
2022
Q4 		$246K Sell
2,406
-30
-1% -$2.83K 0.05% 146
2022
Q3 		$205K Sell
2,436
-15
-0.6% -$1.43K 0.04% 158
2022
Q2 		$245K Hold
2,451
– – 0.05% 146
2022
Q1 		$230K Sell
2,451
-1,300
-35% -$130K 0.04% 174
2021
Q4 		$356K Buy
3,751
+679
+22% +$63.5K 0.06% 125
2021
Q3 		$291K Sell
3,072
-2,930
-49% -$295K 0.06% 135
2021
Q2 		$595K Hold
6,002
– – 0.11% 79
2021
Q1 		$533K Sell
6,002
-100
-2% -$8.49K 0.11% 87
2020
Q4 		$505K Buy
6,102
+2,600
+74% +$202K 0.11% 86
2020
Q3 		$263K Sell
3,502
-100
-3% -$7.71K 0.06% 130
2020
Q2 		$252K Buy
+3,602
New +$263K 0.07% 127
2019
Q2 		– Sell
-2,350
Closed -$208K – 152
2019
Q1 		$208K Buy
+2,350
New +$189K 0.06% 141
2018
Q2 		– Sell
-2,350
Closed -$234K – 136
2018
Q1 		$234K Buy
+2,350
New +$245K 0.08% 118

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

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

Evermay Wealth Management held its Philip Morris (PM) position steady in Q1 2026 at 1,100 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #199.

Evermay Wealth Management first reported a position in PM in Q1 2018 and has held it in 26 quarters since. The position peaked at $595K in Q2 2021. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Evermay Wealth Management held 1,100 shares of Philip Morris worth $183K as of Q1 2026.
  • Evermay Wealth Management left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Evermay Wealth Management first reported a position in Philip Morris in Q1 2018 and has held it in 26 quarters since.
  • Evermay Wealth Management's Philip Morris position peaked at $595K in Q2 2021.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.