Focus Partners Wealth’s Philip Morris PM Stock Holding History

Focus Partners Wealth’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	$275M	Buy	1,661,990 +69,368	+4%	+$12.1M	0.31%	74
2025 Q4	$256M	Buy	1,592,622 +1,039,815	+188%	+$161M	0.29%	72
2025 Q3	$89.7M	Buy	552,807 +202,769	+58%	+$34.1M	0.14%	138
2025 Q2	$63.8M	Buy	350,038 +21,806	+7%	+$3.74M	0.14%	149
2025 Q1	$52.1M	Buy	328,232 +17,530	+6%	+$2.48M	0.13%	160
2024 Q4	$37.4M	Buy	310,702 +169,297	+120%	+$21.4M	0.1%	202
2024 Q3	$17.2M	Sell	141,405 -121,493	-46%	-$14.1M	0.05%	309
2024 Q2	$26.6M	Buy	262,898 +186,515	+244%	+$18.2M	0.09%	207
2024 Q1	$7M	Buy	76,383 +9,507	+14%	+$877K	0.06%	260
2023 Q4	$6.29M	Buy	+66,876	New	+$6.16M	0.08%	202

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

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

Focus Partners Wealth increased its Philip Morris (PM) stake by 4.4% in Q1 2026, buying an estimated $12.1M and bringing the position to 1,661,990 shares worth $275M. The position accounts for 0.31% of the portfolio, ranked #74.

Focus Partners Wealth first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Focus Partners Wealth held 1,661,990 shares of Philip Morris worth $275M as of Q1 2026.
Focus Partners Wealth bought 69,368 Philip Morris shares in Q1 2026, an estimated $12.1M.
Philip Morris made up 0.31% of Focus Partners Wealth's portfolio in Q1 2026, its #74 holding.
Focus Partners Wealth first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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