Mowery & Schoenfeld Wealth Management’s Philip Morris PM Stock Holding History

Mowery & Schoenfeld 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	$99.9K	Sell	604 -162	-21%	-$28.1K	0.15%	88
2025 Q4	$123K	Buy	766 +162	+27%	+$25.1K	0.18%	79
2025 Q3	$98K	Sell	604 -23	-4%	-$3.87K	0.17%	85
2025 Q2	$114K	Sell	627 -125	-17%	-$21.5K	0.17%	68
2025 Q1	$119K	Sell	752 -74	-9%	-$10.5K	0.23%	72
2024 Q4	$99.4K	Buy	826 +188	+29%	+$23.7K	0.19%	71
2024 Q3	$77.5K	Buy	638 +89	+16%	+$10.3K	0.12%	75
2024 Q2	$55.6K	Hold	549	–	–	0.08%	91
2024 Q1	$50.3K	Buy	+549	New	+$50.6K	0.1%	77

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

Mowery & Schoenfeld Wealth Management's PM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Philip Morris (PM) stake by 21% in Q1 2026, selling an estimated $28.1K and leaving 604 shares worth $99.9K. The position accounts for 0.15% of the portfolio, ranked #88.

Mowery & Schoenfeld Wealth Management first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $123K in Q4 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 604 shares of Philip Morris worth $99.9K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 162 Philip Morris shares in Q1 2026, an estimated $28.1K.
Philip Morris made up 0.15% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #88 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's Philip Morris position peaked at $123K in Q4 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.