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High Note Wealth’s Philip Morris PM Stock Holding History

High Note Wealth’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 		$12.4K Buy
75
+20
+36% +$3.48K ﹤0.01% 336
2025
Q4 		$8.82K Buy
55
+21
+62% +$3.25K ﹤0.01% 362
2025
Q3 		$5.51K Buy
34
+2
+6% +$336 ﹤0.01% 426
2025
Q2 		$5.83K Hold
32
– – ﹤0.01% 375
2025
Q1 		$5.08K Hold
32
– – ﹤0.01% 404
2024
Q4 		$3.85K Buy
+32
New +$4.04K ﹤0.01% 566

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

High Note Wealth's PM Position: Q1 2026 in Review

High Note Wealth increased its Philip Morris (PM) stake by 36% in Q1 2026, buying an estimated $3.48K and bringing the position to 75 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

High Note Wealth first reported a position in PM in Q4 2024 and has held it in 6 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • High Note Wealth held 75 shares of Philip Morris worth $12.4K as of Q1 2026.
  • High Note Wealth bought 20 Philip Morris shares in Q1 2026, an estimated $3.48K.
  • Philip Morris made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #336 holding.
  • High Note Wealth first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.