LMG Wealth Partners’s Philip Morris PM Stock Holding History

LMG Wealth Partners’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	$217K	Hold	1,315	–	–	0.04%	146
2025 Q4	$211K	Buy	+1,315	New	+$204K	0.04%	147

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

LMG Wealth Partners's PM Position: Q1 2026 in Review

LMG Wealth Partners held its Philip Morris (PM) position steady in Q1 2026 at 1,315 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #146.

LMG Wealth Partners first reported a position in PM in Q4 2025 and has held it in 2 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

LMG Wealth Partners held 1,315 shares of Philip Morris worth $217K as of Q1 2026.
LMG Wealth Partners left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.04% of LMG Wealth Partners's portfolio in Q1 2026, its #146 holding.
LMG Wealth Partners first reported a position in Philip Morris in Q4 2025 and has held it in 2 quarters since.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.