Founders Grove Wealth Partners’s Philip Morris PM Stock Holding History

Founders Grove 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	$717K	Buy	4,338 +198	+5%	+$34.4K	0.16%	86
2025 Q4	$664K	Buy	4,140 +279	+7%	+$43.2K	0.15%	88
2025 Q3	$626K	Sell	3,861 -20	-0.5%	-$3.37K	0.15%	90
2025 Q2	$707K	Buy	3,881 +690	+22%	+$118K	0.18%	84
2025 Q1	$507K	Hold	3,191	–	–	0.14%	89
2024 Q4	$384K	Buy	+3,191	New	+$403K	0.11%	92

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

Founders Grove Wealth Partners's PM Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Philip Morris (PM) stake by 4.8% in Q1 2026, buying an estimated $34.4K and bringing the position to 4,338 shares worth $717K. The position accounts for 0.16% of the portfolio, ranked #86.

Founders Grove Wealth Partners first reported a position in PM in Q4 2024 and has held it in 6 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Founders Grove Wealth Partners held 4,338 shares of Philip Morris worth $717K as of Q1 2026.
Founders Grove Wealth Partners bought 198 Philip Morris shares in Q1 2026, an estimated $34.4K.
Philip Morris made up 0.16% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #86 holding.
Founders Grove Wealth Partners first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.