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MASECO Private Wealth’s Philip Morris PM Stock Holding History

MASECO Private Wealth’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 		– Sell
-375
Closed -$60.1K – 541
2025
Q4 		$60.1K Buy
+375
New +$58.1K ﹤0.01% 155
2025
Q3 		– Sell
-346
Closed -$62.9K – 446
2025
Q2 		$62.9K Buy
+346
New +$59.4K ﹤0.01% 154

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MASECO Private Wealth's PM Position: Q1 2026 in Review

MASECO Private Wealth sold out of Philip Morris (PM) in Q1 2026, closing a stake of 375 shares — an estimated $60.1K sold.

MASECO Private Wealth first reported a position in PM in Q2 2025 and held it in 2 quarters. The position peaked at $62.9K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • MASECO Private Wealth reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 375 Philip Morris shares in Q1 2026, an estimated $60.1K.
  • MASECO Private Wealth first reported a position in Philip Morris in Q2 2025 and held it in 2 quarters.
  • MASECO Private Wealth's Philip Morris position peaked at $62.9K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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