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Laidlaw Wealth Management’s Philip Morris PM Stock Holding History

Laidlaw 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 		$316K Sell
1,914
-474
-20% -$82.4K 1.1% 27
2025
Q4 		$383K Buy
2,388
+381
+19% +$59K 1.19% 25
2025
Q3 		$326K Buy
+2,007
New +$338K 0.78% 35
2025
Q1 		– Sell
-2,274
Closed -$274K – 128
2024
Q4 		$274K Sell
2,274
-165
-7% -$20.8K 0.12% 147
2024
Q3 		$296K Buy
2,439
+294
+14% +$34.2K 0.15% 135
2024
Q2 		$217K Sell
2,145
-499
-19% -$48.8K 0.12% 154
2024
Q1 		$242K Sell
2,644
-4,874
-65% -$449K 0.14% 152
2023
Q4 		$707K Sell
7,518
-88
-1% -$8.11K 0.26% 104
2023
Q3 		$704K Sell
7,606
-702
-8% -$67.6K 0.23% 107
2023
Q2 		$811K Sell
8,308
-149
-2% -$14.2K 0.16% 146
2023
Q1 		$822K Buy
8,457
+442
+6% +$44K 0.17% 145
2022
Q4 		$811K Sell
8,015
-18
-0.2% -$1.7K 0.17% 148
2022
Q3 		$667K Buy
8,033
+316
+4% +$30.1K 0.16% 147
2022
Q2 		$762K Sell
7,717
-420
-5% -$42.8K 0.16% 151
2022
Q1 		$764K Sell
8,137
-1,178
-13% -$118K 0.13% 163
2021
Q4 		$885K Buy
+9,315
New +$871K 0.14% 151
2021
Q1 		– Sell
-6,679
Closed -$553K – 325
2020
Q4 		$553K Buy
6,679
+433
+7% +$33.7K 0.12% 177
2020
Q3 		$468K Sell
6,246
-389
-6% -$30K 0.21% 113
2020
Q2 		$465K Buy
6,635
+187
+3% +$13.6K 0.24% 103
2020
Q1 		$470K Buy
6,448
+267
+4% +$22K 0.31% 91
2019
Q4 		$526K Buy
+6,181
New +$509K 0.33% 90

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

Laidlaw Wealth Management's PM Position: Q1 2026 in Review

Laidlaw Wealth Management reduced its Philip Morris (PM) stake by 20% in Q1 2026, selling an estimated $82.4K and leaving 1,914 shares worth $316K. The position accounts for 1.1% of the portfolio, ranked #27.

Laidlaw Wealth Management first reported a position in PM in Q4 2019 and has held it in 21 quarters since. The position peaked at $885K in Q4 2021. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Laidlaw Wealth Management held 1,914 shares of Philip Morris worth $316K as of Q1 2026.
  • Laidlaw Wealth Management sold 474 Philip Morris shares in Q1 2026, an estimated $82.4K.
  • Philip Morris made up 1.1% of Laidlaw Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Laidlaw Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 21 quarters since.
  • Laidlaw Wealth Management's Philip Morris position peaked at $885K in Q4 2021.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.