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Greenhouse Wealth Management’s Philip Morris PM Stock Holding History

Greenhouse 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 		$231K Hold
1,400
– – 0.14% 52
2025
Q4 		$225K Buy
1,400
+65
+5% +$10.1K 0.13% 55
2025
Q3 		$217K Hold
1,335
– – 0.13% 56
2025
Q2 		$243K Hold
1,335
– – 0.16% 50
2025
Q1 		$212K Buy
+1,335
New +$189K 0.16% 52
2021
Q1 		– Sell
-1,335
Closed -$111K – 105
2020
Q4 		$111K Buy
+1,335
New +$104K 0.11% 73

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Greenhouse Wealth Management held its Philip Morris (PM) position steady in Q1 2026 at 1,400 shares worth $231K. The position accounts for 0.14% of the portfolio, ranked #52.

Greenhouse Wealth Management first reported a position in PM in Q4 2020 and has held it in 6 quarters since. The position peaked at $243K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Greenhouse Wealth Management held 1,400 shares of Philip Morris worth $231K as of Q1 2026.
  • Greenhouse Wealth Management left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.14% of Greenhouse Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Greenhouse Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 6 quarters since.
  • Greenhouse Wealth Management's Philip Morris position peaked at $243K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.