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Moran Wealth Management’s Philip Morris PM Stock Holding History

Moran Wealth Management’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
-1,816
Closed -$291K – 541
2025
Q4 		$291K Sell
1,816
-184
-9% -$28.5K 0.01% 444
2025
Q3 		$324K Buy
2,000
+289
+17% +$48.6K 0.01% 447
2025
Q2 		$312K Buy
+1,711
New +$294K 0.01% 449
2023
Q3 		– Sell
-32,440
Closed -$3.17M – 411
2023
Q2 		$3.17M Sell
32,440
-2,295
-7% -$219K 0.12% 188
2023
Q1 		$3.38M Buy
+34,735
New +$3.46M 0.13% 183

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

Moran Wealth Management's PM Position: Q1 2026 in Review

Moran Wealth Management sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,816 shares — an estimated $291K sold.

Moran Wealth Management first reported a position in PM in Q1 2023 and held it in 5 quarters. The position peaked at $3.38M in Q1 2023. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Moran Wealth Management reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 1,816 Philip Morris shares in Q1 2026, an estimated $291K.
  • Moran Wealth Management first reported a position in Philip Morris in Q1 2023 and held it in 5 quarters.
  • Moran Wealth Management's Philip Morris position peaked at $3.38M in Q1 2023.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.