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Medallion Wealth Advisors’s Philip Morris PM Stock Holding History

Medallion 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 		$303K Buy
1,834
+1
+0.1% +$174 0.1% 187
2025
Q4 		$294K Buy
1,833
+501
+38% +$77.6K 0.1% 189
2025
Q3 		$216K Sell
1,332
-113
-8% -$19K 0.08% 220
2025
Q2 		$257K Buy
1,445
+1
+0.1% +$172 0.1% 195
2025
Q1 		$228K Sell
1,444
-302
-17% -$42.8K 0.1% 187
2024
Q4 		$217K Buy
+1,746
New +$220K 0.11% 180

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

Medallion Wealth Advisors's PM Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Philip Morris (PM) stake by 0.05% in Q1 2026, buying an estimated $174 and bringing the position to 1,834 shares worth $303K. The position accounts for 0.1% of the portfolio, ranked #187.

Medallion Wealth Advisors first reported a position in PM in Q4 2024 and has held it in 6 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Medallion Wealth Advisors held 1,834 shares of Philip Morris worth $303K as of Q1 2026.
  • Medallion Wealth Advisors bought 1 Philip Morris share in Q1 2026, an estimated $174.
  • Philip Morris made up 0.1% of Medallion Wealth Advisors's portfolio in Q1 2026, its #187 holding.
  • Medallion Wealth Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.