Lake Street Private Wealth’s Philip Morris PM Stock Holding History

Lake Street Private 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	–	Sell	-887	Closed	-$142K	–	294
2025 Q4	$142K	Buy	+887	New	+$137K	0.02%	276
2024 Q1	–	Sell	-6,041	Closed	-$568K	–	324
2023 Q4	$568K	Buy	+6,041	New	+$557K	0.09%	197

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lake Street Private Wealth's PM Position: Q1 2026 in Review

Lake Street Private Wealth sold out of Philip Morris (PM) in Q1 2026, closing a stake of 887 shares — an estimated $142K sold.

Lake Street Private Wealth first reported a position in PM in Q4 2023 and held it in 2 quarters. The position peaked at $568K in Q4 2023. 2,874 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Lake Street Private Wealth reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
Lake Street Private Wealth sold 887 Philip Morris shares in Q1 2026, an estimated $142K.
Lake Street Private Wealth first reported a position in Philip Morris in Q4 2023 and held it in 2 quarters.
Lake Street Private Wealth's Philip Morris position peaked at $568K in Q4 2023.
2,874 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.