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Naviter Wealth’s Philip Morris PM Stock Holding History

Naviter 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 		$932K Buy
5,587
+932
+20% +$162K 0.12% 160
2025
Q4 		$754K Sell
4,655
-1,058
-19% -$164K 0.1% 172
2025
Q3 		$927K Sell
5,713
-699
-11% -$118K 0.11% 165
2025
Q2 		$1.17M Buy
6,412
+4,322
+207% +$742K 0.14% 152
2025
Q1 		$327K Buy
+2,090
New +$296K 0.04% 225

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

Naviter Wealth's PM Position: Q1 2026 in Review

Naviter Wealth increased its Philip Morris (PM) stake by 20% in Q1 2026, buying an estimated $162K and bringing the position to 5,587 shares worth $932K. The position accounts for 0.12% of the portfolio, ranked #160.

Naviter Wealth first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Naviter Wealth held 5,587 shares of Philip Morris worth $932K as of Q1 2026.
  • Naviter Wealth bought 932 Philip Morris shares in Q1 2026, an estimated $162K.
  • Philip Morris made up 0.12% of Naviter Wealth's portfolio in Q1 2026, its #160 holding.
  • Naviter Wealth first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Naviter Wealth's Philip Morris position peaked at $1.17M in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.