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Leo Wealth LLC’s Philip Morris PM Stock Holding History

Leo Wealth LLC’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 		$1M Buy
6,062
+110
+2% +$19.1K 0.07% 183
2025
Q4 		$955K Buy
5,952
+1,945
+49% +$301K 0.07% 188
2025
Q3 		$650K Sell
4,007
-1,928
-32% -$324K 0.08% 154
2025
Q2 		$1.08M Buy
5,935
+2,271
+62% +$390K 0.08% 168
2025
Q1 		$582K Sell
3,664
-1,619
-31% -$229K 0.08% 163
2024
Q4 		$636K Sell
5,283
-184
-3% -$23.2K 0.06% 201
2024
Q3 		$664K Buy
5,467
+6
+0.1% +$697 0.06% 193
2024
Q2 		$553K Buy
5,461
+1,183
+28% +$116K 0.06% 206
2024
Q1 		$392K Buy
4,278
+18
+0.4% +$1.66K 0.04% 237
2023
Q4 		$401K Buy
+4,260
New +$392K 0.04% 224

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leo Wealth LLC's PM Position: Q1 2026 in Review

Leo Wealth LLC increased its Philip Morris (PM) stake by 1.8% in Q1 2026, buying an estimated $19.1K and bringing the position to 6,062 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #183.

Leo Wealth LLC first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.08M in Q2 2025. 2,868 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Leo Wealth LLC held 6,062 shares of Philip Morris worth $1M as of Q1 2026.
  • Leo Wealth LLC bought 110 Philip Morris shares in Q1 2026, an estimated $19.1K.
  • Philip Morris made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #183 holding.
  • Leo Wealth LLC first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's Philip Morris position peaked at $1.08M in Q2 2025.
  • 2,868 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.