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NewEdge Wealth’s Philip Morris PM Stock Holding History

NewEdge 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 		$10.1M Sell
60,883
-5,754
-9% -$1,000K 0.12% 127
2025
Q4 		$10.7M Buy
66,637
+9,495
+17% +$1.47M 0.12% 131
2025
Q3 		$8.48M Buy
57,142
+6,439
+13% +$1.08M 0.12% 140
2025
Q2 		$8.53M Sell
50,703
-10,726
-17% -$1.84M 0.13% 131
2025
Q1 		$9.75M Buy
61,429
+1,720
+3% +$244K 0.18% 113
2024
Q4 		$7.19M Buy
59,709
+559
+0.9% +$70.5K 0.12% 141
2024
Q3 		$7.18M Buy
59,150
+6,127
+12% +$712K 0.13% 145
2024
Q2 		$5.37M Sell
53,023
-649
-1% -$63.5K 0.12% 155
2024
Q1 		$5.22M Buy
53,672
+2,807
+6% +$259K 0.12% 157
2023
Q4 		$4.79M Buy
50,865
+20,918
+70% +$1.93M 0.12% 145
2023
Q3 		$2.77M Sell
29,947
-93
-0.3% -$8.95K 0.09% 200
2023
Q2 		$2.93M Sell
30,040
-1,174
-4% -$112K 0.1% 193
2023
Q1 		$3.04M Buy
31,214
+2,485
+9% +$248K 0.12% 167
2022
Q4 		$2.91M Buy
28,729
+445
+2% +$42K 0.13% 156
2022
Q3 		$2.35M Sell
28,284
-4,472
-14% -$426K 0.11% 166
2022
Q2 		$3.23M Buy
32,756
+29,205
+822% +$2.98M 0.15% 137
2022
Q1 		$334K Buy
+3,551
New +$355K 0.01% 352

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

NewEdge Wealth's PM Position: Q1 2026 in Review

NewEdge Wealth reduced its Philip Morris (PM) stake by 8.6% in Q1 2026, selling an estimated $1,000K and leaving 60,883 shares worth $10.1M. The position accounts for 0.12% of the portfolio, ranked #127.

NewEdge Wealth first reported a position in PM in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.7M in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • NewEdge Wealth held 60,883 shares of Philip Morris worth $10.1M as of Q1 2026.
  • NewEdge Wealth sold 5,754 Philip Morris shares in Q1 2026, an estimated $1,000K.
  • Philip Morris made up 0.12% of NewEdge Wealth's portfolio in Q1 2026, its #127 holding.
  • NewEdge Wealth first reported a position in Philip Morris in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Philip Morris position peaked at $10.7M in Q4 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.