Greenwich Wealth Management’s Philip Morris PM Stock Holding History

Greenwich 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	$313K	Buy	1,896 +31	+2%	+$5.39K	0.01%	237
2025 Q4	$299K	Buy	1,865 +18	+1%	+$2.79K	0.01%	237
2025 Q3	$300K	Buy	+1,847	New	+$311K	0.02%	230
2018 Q2	–	Sell	-2,944	Closed	-$293K	–	184
2018 Q1	$293K	Buy	2,944 +58	+2%	+$6.04K	0.05%	143
2017 Q4	$305K	Sell	2,886 -14	-0.5%	-$1.49K	0.05%	145
2017 Q3	$322K	Buy	2,900 +14	+0.5%	+$1.63K	0.06%	139
2017 Q2	$339K	Sell	2,886 -13	-0.4%	-$1.51K	0.06%	133
2017 Q1	$327K	Buy	+2,899	New	+$299K	0.04%	131
2016 Q3	–	Sell	-2,225	Closed	-$226K	–	216
2016 Q2	$226K	Buy	2,225 +25	+1%	+$2.49K	0.05%	170
2016 Q1	$216K	Sell	2,200 -1,700	-44%	-$156K	0.06%	170
2015 Q4	$343K	Buy	+3,900	New	+$339K	0.08%	117

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

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

Greenwich Wealth Management increased its Philip Morris (PM) stake by 1.7% in Q1 2026, buying an estimated $5.39K and bringing the position to 1,896 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #237.

Greenwich Wealth Management first reported a position in PM in Q4 2015 and has held it in 11 quarters since. The position peaked at $343K in Q4 2015. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Greenwich Wealth Management held 1,896 shares of Philip Morris worth $313K as of Q1 2026.
Greenwich Wealth Management bought 31 Philip Morris shares in Q1 2026, an estimated $5.39K.
Philip Morris made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #237 holding.
Greenwich Wealth Management first reported a position in Philip Morris in Q4 2015 and has held it in 11 quarters since.
Greenwich Wealth Management's Philip Morris position peaked at $343K in Q4 2015.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.