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Journey Strategic Wealth’s Philip Morris PM Stock Holding History

Journey Strategic 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 		$4.43M Buy
26,784
+3,706
+16% +$644K 0.11% 54
2025
Q4 		$3.7M Buy
23,078
+2,290
+11% +$355K 0.1% 59
2025
Q3 		$3.37M Sell
20,788
-3,362
-14% -$566K 0.1% 64
2025
Q2 		$4.4M Buy
24,150
+5,234
+28% +$899K 0.14% 53
2025
Q1 		$3M Buy
18,916
+13,795
+269% +$1.95M 0.1% 61
2024
Q4 		$616K Buy
5,121
+30
+0.6% +$3.79K 0.02% 186
2024
Q3 		$618K Buy
5,091
+589
+13% +$68.4K 0.02% 188
2024
Q2 		$456K Buy
+4,502
New +$440K 0.02% 178
2023
Q4 		– Sell
-2,340
Closed -$217K – 259
2023
Q3 		$217K Sell
2,340
-176
-7% -$16.9K 0.01% 160
2023
Q2 		$246K Sell
2,516
-783
-24% -$74.8K 0.01% 147
2023
Q1 		$321K Sell
3,299
-1,323
-29% -$132K 0.03% 144
2022
Q4 		$468K Sell
4,622
-433
-9% -$40.9K 0.06% 102
2022
Q3 		$420K Buy
5,055
+2,674
+112% +$255K 0.06% 77
2022
Q2 		$235K Sell
2,381
-2,259
-49% -$230K 0.03% 92
2022
Q1 		$437K Sell
4,640
-136
-3% -$13.6K 0.05% 63
2021
Q4 		$454K Buy
+4,776
New +$446K 0.05% 80

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

Journey Strategic Wealth's PM Position: Q1 2026 in Review

Journey Strategic Wealth increased its Philip Morris (PM) stake by 16% in Q1 2026, buying an estimated $644K and bringing the position to 26,784 shares worth $4.43M. The position accounts for 0.11% of the portfolio, ranked #54.

Journey Strategic Wealth first reported a position in PM in Q4 2021 and has held it in 16 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Journey Strategic Wealth held 26,784 shares of Philip Morris worth $4.43M as of Q1 2026.
  • Journey Strategic Wealth bought 3,706 Philip Morris shares in Q1 2026, an estimated $644K.
  • Philip Morris made up 0.11% of Journey Strategic Wealth's portfolio in Q1 2026, its #54 holding.
  • Journey Strategic Wealth first reported a position in Philip Morris in Q4 2021 and has held it in 16 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.