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FAS Wealth Partners’s Philip Morris PM Stock Holding History

FAS Wealth Partners’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 		$424K Sell
2,565
-36
-1% -$6.26K 0.03% 250
2025
Q4 		$417K Buy
2,601
+1,361
+110% +$211K 0.03% 253
2025
Q3 		$201K Buy
1,240
+10
+0.8% +$1.68K 0.01% 314
2025
Q2 		$224K Buy
+1,230
New +$211K 0.02% 294
2019
Q4 		– Sell
-3,623
Closed -$275K – 295
2019
Q3 		$275K Buy
3,623
+73
+2% +$5.79K 0.05% 172
2019
Q2 		$279K Buy
3,550
+12
+0.3% +$991 0.05% 171
2019
Q1 		$313K Sell
3,538
-86
-2% -$6.93K 0.06% 163
2018
Q4 		$242K Sell
3,624
-759
-17% -$63.4K 0.06% 170
2018
Q3 		$357K Sell
4,383
-234
-5% -$19.2K 0.08% 140
2018
Q2 		$373K Sell
4,617
-993
-18% -$84.3K 0.1% 131
2018
Q1 		$558K Sell
5,610
-528
-9% -$55K 0.16% 98
2017
Q4 		$649K Buy
6,138
+657
+12% +$70K 0.17% 84
2017
Q3 		$608K Buy
5,481
+10
+0.2% +$1.16K 0.17% 85
2017
Q2 		$643K Buy
5,471
+11
+0.2% +$1.27K 0.19% 77
2017
Q1 		$616K Buy
5,460
+35
+0.6% +$3.61K 0.19% 78
2016
Q4 		$496K Sell
5,425
-587
-10% -$54.4K 0.15% 91
2016
Q3 		$585K Buy
6,012
+19
+0.3% +$1.9K 0.19% 71
2016
Q2 		$610K Sell
5,993
-524
-8% -$52.3K 0.23% 57
2016
Q1 		$639K Sell
6,517
-347
-5% -$31.8K 0.33% 34
2015
Q4 		$603K Buy
6,864
+511
+8% +$44.4K 0.3% 48
2015
Q3 		$504K Buy
6,353
+1,855
+41% +$153K 0.29% 44
2015
Q2 		$361K Buy
4,498
+690
+18% +$56.8K 0.18% 65
2015
Q1 		$287K Buy
3,808
+275
+8% +$22.3K 0.15% 73
2014
Q4 		$288K Buy
3,533
+5
+0.1% +$429 0.15% 69
2014
Q3 		$294K Sell
3,528
-339
-9% -$28.7K 0.17% 67
2014
Q2 		$326K Buy
3,867
+441
+13% +$38K 0.19% 59
2014
Q1 		$280K Sell
3,426
-174
-5% -$14.1K 0.19% 65
2013
Q4 		$314K Buy
+3,600
New +$314K 0.19% 61

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

FAS Wealth Partners's PM Position: Q1 2026 in Review

FAS Wealth Partners reduced its Philip Morris (PM) stake by 1.4% in Q1 2026, selling an estimated $6.26K and leaving 2,565 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #250.

FAS Wealth Partners first reported a position in PM in Q4 2013 and has held it in 28 quarters since. The position peaked at $649K in Q4 2017. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • FAS Wealth Partners held 2,565 shares of Philip Morris worth $424K as of Q1 2026.
  • FAS Wealth Partners sold 36 Philip Morris shares in Q1 2026, an estimated $6.26K.
  • Philip Morris made up 0.03% of FAS Wealth Partners's portfolio in Q1 2026, its #250 holding.
  • FAS Wealth Partners first reported a position in Philip Morris in Q4 2013 and has held it in 28 quarters since.
  • FAS Wealth Partners's Philip Morris position peaked at $649K in Q4 2017.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.