Finer Wealth Management’s Philip Morris PM Stock Holding History

Finer 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	$208K	Hold	1,258	–	–	0.1%	85
2025 Q4	$202K	Hold	1,258	–	–	0.1%	80
2025 Q3	$204K	Hold	1,258	–	–	0.1%	84
2025 Q2	$229K	Buy	+1,258	New	+$216K	0.12%	82
2024 Q2	–	Sell	-2,243	Closed	-$206K	–	78
2024 Q1	$206K	Hold	2,243	–	–	0.14%	75
2023 Q4	$211K	Hold	2,243	–	–	0.16%	78
2023 Q3	$208K	Hold	2,243	–	–	0.17%	80
2023 Q2	$219K	Hold	2,243	–	–	0.17%	79
2023 Q1	$218K	Buy	+2,243	New	+$224K	0.18%	78

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

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

Finer Wealth Management held its Philip Morris (PM) position steady in Q1 2026 at 1,258 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #85.

Finer Wealth Management first reported a position in PM in Q1 2023 and has held it in 9 quarters since. The position peaked at $229K in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Finer Wealth Management held 1,258 shares of Philip Morris worth $208K as of Q1 2026.
Finer Wealth Management left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.1% of Finer Wealth Management's portfolio in Q1 2026, its #85 holding.
Finer Wealth Management first reported a position in Philip Morris in Q1 2023 and has held it in 9 quarters since.
Finer Wealth Management's Philip Morris position peaked at $229K in Q2 2025.
2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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