Leith Wheeler Investment Counsel’s Philip Morris PM Stock Holding History

Leith Wheeler Investment Counsel’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	$252K	Sell	1,526 -17	-1%	-$2.95K	0.02%	80
2025 Q4	$248K	Sell	1,543 -79,672	-98%	-$12.3M	0.02%	81
2025 Q3	$13.2M	Buy	81,215 +79,672	+5,163%	+$13.4M	0.89%	27
2025 Q2	$281K	Sell	1,543 -81,369	-98%	-$14M	0.02%	62
2025 Q1	$13.2M	Sell	82,912 -18,455	-18%	-$2.61M	0.91%	26
2024 Q4	$12.2M	Buy	+101,367	New	+$12.8M	0.88%	26

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

Leith Wheeler Investment Counsel's PM Position: Q1 2026 in Review

Leith Wheeler Investment Counsel reduced its Philip Morris (PM) stake by 1.1% in Q1 2026, selling an estimated $2.95K and leaving 1,526 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #80.

Leith Wheeler Investment Counsel first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2M in Q3 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Leith Wheeler Investment Counsel held 1,526 shares of Philip Morris worth $252K as of Q1 2026.
Leith Wheeler Investment Counsel sold 17 Philip Morris shares in Q1 2026, an estimated $2.95K.
Philip Morris made up 0.02% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #80 holding.
Leith Wheeler Investment Counsel first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
Leith Wheeler Investment Counsel's Philip Morris position peaked at $13.2M in Q3 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.