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Hurlow Wealth Management Group’s Philip Morris PM Stock Holding History

Hurlow Wealth Management Group’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 		$201K Buy
+1,216
New +$211K 0.05% 120
2025
Q3 		– Sell
-3,271
Closed -$596K – 127
2025
Q2 		$596K Buy
3,271
+1
+0% +$172 0.17% 55
2025
Q1 		$519K Buy
3,270
+444
+16% +$62.9K 0.16% 59
2024
Q4 		$340K Buy
2,826
+2
+0.1% +$252 0.11% 84
2024
Q3 		$343K Buy
2,824
+71
+3% +$8.25K 0.11% 83
2024
Q2 		$279K Sell
2,753
-12
-0.4% -$1.17K 0.1% 91
2024
Q1 		$253K Buy
2,765
+14
+0.5% +$1.29K 0.09% 99
2023
Q4 		$259K Buy
2,751
+3
+0.1% +$276 0.1% 94
2023
Q3 		$254K Sell
2,748
-2
-0.1% -$192 0.11% 88
2023
Q2 		$268K Buy
2,750
+1
+0% +$96 0.11% 88
2023
Q1 		$267K Sell
2,749
-38
-1% -$3.79K 0.12% 88
2022
Q4 		$282K Buy
2,787
+33
+1% +$3.11K 0.15% 83
2022
Q3 		$229K Hold
2,754
– – 0.13% 87
2022
Q2 		$272K Buy
2,754
+504
+22% +$51.4K 0.16% 79
2022
Q1 		$211K Sell
2,250
-577
-20% -$57.7K 0.13% 91
2021
Q4 		$225K Buy
2,827
+577
+26% +$53.9K 0.18% 83
2021
Q3 		$213K Hold
2,250
– – 0.13% 91
2021
Q2 		$223K Sell
2,250
-36
-2% -$3.45K 0.15% 86
2021
Q1 		$203K Sell
2,286
-415
-15% -$35.2K 0.15% 94
2020
Q4 		$224K Hold
2,701
– – 0.18% 87
2020
Q3 		$203K Buy
+2,701
New +$208K 0.19% 87
2020
Q2 		– Sell
-2,701
Closed -$204K – 90
2020
Q1 		$204K Buy
+2,701
New +$222K 0.22% 86
2019
Q3 		– Sell
-2,551
Closed -$209K – 98
2019
Q2 		$209K Hold
2,551
– – 0.22% 89
2019
Q1 		$221K Buy
+2,551
New +$205K 0.24% 88

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

Hurlow Wealth Management Group's PM Position: Q1 2026 in Review

Hurlow Wealth Management Group opened a new position in Philip Morris (PM) in Q1 2026: 1,216 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings. This is a return to the name: Hurlow Wealth Management Group previously reported a position in PM as recently as Q2 2025.

Hurlow Wealth Management Group first reported a position in PM in Q1 2019 and has held it in 24 quarters since. The position peaked at $596K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Hurlow Wealth Management Group held 1,216 shares of Philip Morris worth $201K as of Q1 2026.
  • Philip Morris was a new Hurlow Wealth Management Group position in Q1 2026.
  • Philip Morris made up 0.05% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #120 holding.
  • Hurlow Wealth Management Group first reported a position in Philip Morris in Q1 2019 and has held it in 24 quarters since.
  • Hurlow Wealth Management Group's Philip Morris position peaked at $596K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.