Gen-Wealth Partners’s Philip Morris PM Stock Holding History

Gen-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	$99.2K	Sell	600 -90	-13%	-$15.6K	0.03%	327
2025 Q4	$111K	Sell	690 -5	-0.7%	-$775	0.04%	313
2025 Q3	$113K	Sell	695 -81	-10%	-$13.6K	0.04%	306
2025 Q2	$141K	Sell	776 -148	-16%	-$25.4K	0.05%	252
2025 Q1	$147K	Sell	924 -235	-20%	-$33.3K	0.06%	237
2024 Q4	$139K	Sell	1,159 -167	-13%	-$21.1K	0.06%	244
2024 Q3	$175K	Sell	1,326 -109	-8%	-$12.7K	0.08%	226
2024 Q2	$145K	Hold	1,435	–	–	0.07%	239
2024 Q1	$131K	Buy	+1,435	New	+$132K	0.07%	265

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

Gen-Wealth Partners's PM Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Philip Morris (PM) stake by 13% in Q1 2026, selling an estimated $15.6K and leaving 600 shares worth $99.2K. The position accounts for 0.03% of the portfolio, ranked #327.

Gen-Wealth Partners first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $175K in Q3 2024. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Gen-Wealth Partners held 600 shares of Philip Morris worth $99.2K as of Q1 2026.
Gen-Wealth Partners sold 90 Philip Morris shares in Q1 2026, an estimated $15.6K.
Philip Morris made up 0.03% of Gen-Wealth Partners's portfolio in Q1 2026, its #327 holding.
Gen-Wealth Partners first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Philip Morris position peaked at $175K in Q3 2024.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.