Maridea Wealth Management’s Philip Morris PM Stock Holding History

Maridea 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	$341K	Buy	+2,060	New	+$358K	0.05%	318
2025 Q4	–	Sell	-3,119	Closed	-$493K	–	445
2025 Q3	$493K	Buy	3,119 +1,535	+97%	+$258K	0.08%	252
2025 Q2	$288K	Buy	+1,584	New	+$272K	0.08%	222
2025 Q1	–	Sell	-3,560	Closed	-$428K	–	263
2024 Q4	$428K	Buy	+3,560	New	+$449K	0.14%	138

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

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

Maridea Wealth Management opened a new position in Philip Morris (PM) in Q1 2026: 2,060 shares worth $341K. The stake represents 0.05% of the portfolio and ranks #318 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in PM as recently as Q3 2025.

Maridea Wealth Management first reported a position in PM in Q4 2024 and has held it in 4 quarters since. The position peaked at $493K in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Maridea Wealth Management held 2,060 shares of Philip Morris worth $341K as of Q1 2026.
Philip Morris was a new Maridea Wealth Management position in Q1 2026.
Philip Morris made up 0.05% of Maridea Wealth Management's portfolio in Q1 2026, its #318 holding.
Maridea Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 4 quarters since.
Maridea Wealth Management's Philip Morris position peaked at $493K in Q3 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.