Merited Wealth’s Philip Morris PM Stock Holding History

Merited 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	-180	Closed	-$28.9K	–	231
2025 Q4	$28.9K	Buy	+180	New	+$27.9K	0.03%	153

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Merited Wealth's PM Position: Q1 2026 in Review

Merited Wealth sold out of Philip Morris (PM) in Q1 2026, closing a stake of 180 shares — an estimated $28.9K sold.

Merited Wealth first reported a position in PM in Q4 2025 and held it in 1 quarter. The position peaked at $28.9K in Q4 2025. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Merited Wealth reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 180 Philip Morris shares in Q1 2026, an estimated $28.9K.
Merited Wealth first reported a position in Philip Morris in Q4 2025 and held it in 1 quarter.
Merited Wealth's Philip Morris position peaked at $28.9K in Q4 2025.
2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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