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Jackson Thornton Wealth Management’s Philip Morris PM Stock Holding History

Jackson Thornton 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 		$308K Sell
1,920
-892
-32% -$155K 0.03% 181
2025
Q4 		$436K Buy
2,812
+345
+14% +$53.5K 0.04% 131
2025
Q3 		$383K Buy
2,467
+836
+51% +$141K 0.04% 135
2025
Q2 		$290K Buy
+1,631
New +$280K 0.03% 84

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

Jackson Thornton Wealth Management's PM Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Philip Morris (PM) stake by 32% in Q1 2026, selling an estimated $155K and leaving 1,920 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #181.

Jackson Thornton Wealth Management first reported a position in PM in Q2 2025 and has held it in 4 quarters since. The position peaked at $436K in Q4 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Jackson Thornton Wealth Management held 1,920 shares of Philip Morris worth $308K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 892 Philip Morris shares in Q1 2026, an estimated $155K.
  • Philip Morris made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Jackson Thornton Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Philip Morris position peaked at $436K in Q4 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.