FSB Premier Wealth Management’s Philip Morris PM Stock Holding History

FSB Premier 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	$4.68M	Sell	28,304 -2,357	-8%	-$410K	1.47%	14
2025 Q4	$4.92M	Buy	30,661 +2,187	+8%	+$339K	1.56%	12
2025 Q3	$4.62M	Buy	28,474 +4,200	+17%	+$707K	1.52%	14
2025 Q2	$4.42M	Buy	24,274 +3,628	+18%	+$623K	1.58%	16
2025 Q1	$3.28M	Buy	20,646 +203	+1%	+$28.8K	1.28%	18
2024 Q4	$2.46M	Buy	20,443 +4,116	+25%	+$519K	0.99%	26
2024 Q3	$1.98M	Buy	16,327 +1,449	+10%	+$168K	0.81%	32
2024 Q2	$1.51M	Buy	14,878 +4,228	+40%	+$413K	0.68%	35
2024 Q1	$976K	Buy	10,650 +1,737	+19%	+$160K	0.45%	52
2023 Q4	$838K	Buy	8,913 +1,935	+28%	+$178K	0.42%	54
2023 Q3	$646K	Buy	6,978 +1,733	+33%	+$167K	0.36%	63
2023 Q2	$512K	Buy	5,245 +619	+13%	+$59.1K	0.28%	80
2023 Q1	$450K	Buy	4,626 +1,399	+43%	+$139K	0.25%	83
2022 Q4	$327K	Buy	3,227 +529	+20%	+$49.9K	0.18%	107
2022 Q3	$224K	Buy	2,698 +236	+10%	+$22.5K	0.13%	125
2022 Q2	$243K	Buy	2,462 +106	+4%	+$10.8K	0.13%	123
2022 Q1	$241K	Buy	2,356 +761	+48%	+$76.1K	0.12%	121
2021 Q4	$151K	Buy	+1,595	New	+$149K	0.06%	142

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

FSB Premier Wealth Management's PM Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its Philip Morris (PM) stake by 7.7% in Q1 2026, selling an estimated $410K and leaving 28,304 shares worth $4.68M. The position accounts for 1.47% of the portfolio, ranked #14.

FSB Premier Wealth Management first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.92M in Q4 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

FSB Premier Wealth Management held 28,304 shares of Philip Morris worth $4.68M as of Q1 2026.
FSB Premier Wealth Management sold 2,357 Philip Morris shares in Q1 2026, an estimated $410K.
Philip Morris made up 1.47% of FSB Premier Wealth Management's portfolio in Q1 2026, its #14 holding.
FSB Premier Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
FSB Premier Wealth Management's Philip Morris position peaked at $4.92M in Q4 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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