LeConte Wealth Management’s Philip Morris PM Stock Holding History

LeConte 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	$702K	Buy	4,244 +1,486	+54%	+$258K	0.45%	41
2025 Q4	$442K	Sell	2,758 -259	-9%	-$40.1K	0.29%	53
2025 Q3	$489K	Buy	3,017 +687	+29%	+$116K	0.33%	45
2025 Q2	$424K	Buy	+2,330	New	+$400K	0.29%	46

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LeConte Wealth Management increased its Philip Morris (PM) stake by 54% in Q1 2026, buying an estimated $258K and bringing the position to 4,244 shares worth $702K. The position accounts for 0.45% of the portfolio, ranked #41.

LeConte Wealth Management first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

LeConte Wealth Management held 4,244 shares of Philip Morris worth $702K as of Q1 2026.
LeConte Wealth Management bought 1,486 Philip Morris shares in Q1 2026, an estimated $258K.
Philip Morris made up 0.45% of LeConte Wealth Management's portfolio in Q1 2026, its #41 holding.
LeConte Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.