Heritage Wealth Management (Ohio)’s Philip Morris PM Stock Holding History

Heritage Wealth Management (Ohio)’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	–	Sell	-12,169	Closed	-$1.95M	–	223
2025 Q4	$1.95M	Buy	12,169 +3	+0%	+$465	0.54%	49
2025 Q3	$1.97M	Buy	12,166 +3	+0%	+$505	0.58%	43
2025 Q2	$2.22M	Sell	12,163 -15	-0.1%	-$2.58K	0.72%	34
2025 Q1	$1.93M	Buy	12,178 +5	+0%	+$708	0.66%	36
2024 Q4	$1.47M	Buy	12,173 +4	+0%	+$505	0.49%	50
2024 Q3	$1.48M	Buy	12,169 +4	+0%	+$465	0.48%	51
2024 Q2	$1.24M	Buy	+12,165	New	+$1.19M	0.42%	63

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

Heritage Wealth Management (Ohio)'s PM Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Philip Morris (PM) in Q1 2026, closing a stake of 12,169 shares — an estimated $1.95M sold.

Heritage Wealth Management (Ohio) first reported a position in PM in Q2 2024 and held it in 7 quarters. The position peaked at $2.22M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 12,169 Philip Morris shares in Q1 2026, an estimated $1.95M.
Heritage Wealth Management (Ohio) first reported a position in Philip Morris in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Philip Morris position peaked at $2.22M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.