Meadow Creek Wealth Advisors’s Philip Morris PM Stock Holding History

Meadow Creek Wealth Advisors’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	$442K	Buy	2,671 +678	+34%	+$118K	0.29%	72
2025 Q4	$320K	Buy	1,993 +13	+0.7%	+$2.01K	0.2%	100
2025 Q3	$309K	Sell	1,980 -48	-2%	-$8.08K	0.21%	106
2025 Q2	$369K	Buy	+2,028	New	+$348K	0.25%	80
2019 Q4	$577K	Buy	+6,776	New	+$558K	0.8%	28

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

Meadow Creek Wealth Advisors's PM Position: Q1 2026 in Review

Meadow Creek Wealth Advisors increased its Philip Morris (PM) stake by 34% in Q1 2026, buying an estimated $118K and bringing the position to 2,671 shares worth $442K. The position accounts for 0.29% of the portfolio, ranked #72.

Meadow Creek Wealth Advisors first reported a position in PM in Q4 2019 and has held it in 5 quarters since. The position peaked at $577K in Q4 2019. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Meadow Creek Wealth Advisors held 2,671 shares of Philip Morris worth $442K as of Q1 2026.
Meadow Creek Wealth Advisors bought 678 Philip Morris shares in Q1 2026, an estimated $118K.
Philip Morris made up 0.29% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Meadow Creek Wealth Advisors first reported a position in Philip Morris in Q4 2019 and has held it in 5 quarters since.
Meadow Creek Wealth Advisors's Philip Morris position peaked at $577K in Q4 2019.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.