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Meridian Wealth Partners’s Philip Morris PM Stock Holding History

Meridian 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 		$359K Buy
2,168
+442
+26% +$76.8K 0.05% 80
2025
Q4 		$277K Sell
1,726
-159
-8% -$24.6K 0.04% 90
2025
Q3 		$306K Sell
1,885
-175
-8% -$29.4K 0.04% 86
2025
Q2 		$375K Buy
2,060
+62
+3% +$10.6K 0.05% 81
2025
Q1 		$317K Buy
1,998
+217
+12% +$30.7K 0.05% 81
2024
Q4 		$214K Buy
1,781
+70
+4% +$8.83K 0.03% 101
2024
Q3 		$208K Buy
+1,711
New +$199K 0.03% 104
2021
Q2 		– Sell
-713
Closed -$64K – 945
2021
Q1 		$64K Buy
713
+46
+7% +$3.91K 0.02% 138
2020
Q4 		$56K Buy
667
+313
+88% +$24.4K 0.02% 132
2020
Q3 		$27K Sell
354
-19
-5% -$1.47K 0.01% 175
2020
Q2 		$26K Sell
373
-25
-6% -$1.82K 0.01% 174
2020
Q1 		$29K Buy
398
+14
+4% +$1.15K 0.02% 151
2019
Q4 		$33K Buy
+384
New +$31.6K 0.02% 153

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

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

Meridian Wealth Partners increased its Philip Morris (PM) stake by 26% in Q1 2026, buying an estimated $76.8K and bringing the position to 2,168 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #80.

Meridian Wealth Partners first reported a position in PM in Q4 2019 and has held it in 13 quarters since. The position peaked at $375K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Meridian Wealth Partners held 2,168 shares of Philip Morris worth $359K as of Q1 2026.
  • Meridian Wealth Partners bought 442 Philip Morris shares in Q1 2026, an estimated $76.8K.
  • Philip Morris made up 0.05% of Meridian Wealth Partners's portfolio in Q1 2026, its #80 holding.
  • Meridian Wealth Partners first reported a position in Philip Morris in Q4 2019 and has held it in 13 quarters since.
  • Meridian Wealth Partners's Philip Morris position peaked at $375K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.