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HORAN Wealth’s Philip Morris PM Stock Holding History

HORAN 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 		$203K Buy
+1,226
New +$213K 0.02% 194
2025
Q4 		– Sell
-2,419
Closed -$392K – 194
2025
Q3 		$392K Buy
2,419
+1,198
+98% +$202K 0.06% 144
2025
Q2 		$222K Buy
+1,221
New +$210K 0.07% 112

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

HORAN Wealth's PM Position: Q1 2026 in Review

HORAN Wealth opened a new position in Philip Morris (PM) in Q1 2026: 1,226 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in PM as recently as Q3 2025.

HORAN Wealth first reported a position in PM in Q2 2025 and has held it in 3 quarters since. The position peaked at $392K in Q3 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • HORAN Wealth held 1,226 shares of Philip Morris worth $203K as of Q1 2026.
  • Philip Morris was a new HORAN Wealth position in Q1 2026.
  • Philip Morris made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #194 holding.
  • HORAN Wealth first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • HORAN Wealth's Philip Morris position peaked at $392K in Q3 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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