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Opes Wealth Management’s Philip Morris PM Stock Holding History

Opes 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 		$399K Sell
2,411
-36
-1% -$6.26K 0.07% 104
2025
Q4 		$392K Sell
2,447
-80
-3% -$12.4K 0.06% 104
2025
Q3 		$410K Sell
2,527
-40
-2% -$6.73K 0.07% 98
2025
Q2 		$468K Sell
2,567
-400
-13% -$68.7K 0.08% 97
2025
Q1 		$471K Sell
2,967
-30
-1% -$4.25K 0.1% 90
2024
Q4 		$361K Sell
2,997
-18
-0.6% -$2.27K 0.07% 103
2024
Q3 		$366K Hold
3,015
– – 0.07% 100
2024
Q2 		$306K Sell
3,015
-13
-0.4% -$1.27K 0.06% 105
2024
Q1 		$277K Sell
3,028
-105
-3% -$9.68K 0.06% 113
2023
Q4 		$295K Sell
3,133
-36
-1% -$3.32K 0.07% 105
2023
Q3 		$293K Buy
3,169
+24
+0.8% +$2.31K 0.08% 100
2023
Q2 		$307K Buy
+3,145
New +$300K 0.09% 102
2022
Q1 		– Sell
-2,434
Closed -$231K – 112
2021
Q4 		$231K Buy
+2,434
New +$228K 0.07% 100

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

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

Opes Wealth Management reduced its Philip Morris (PM) stake by 1.5% in Q1 2026, selling an estimated $6.26K and leaving 2,411 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #104.

Opes Wealth Management first reported a position in PM in Q4 2021 and has held it in 13 quarters since. The position peaked at $471K in Q1 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Opes Wealth Management held 2,411 shares of Philip Morris worth $399K as of Q1 2026.
  • Opes Wealth Management sold 36 Philip Morris shares in Q1 2026, an estimated $6.26K.
  • Philip Morris made up 0.07% of Opes Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Opes Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 13 quarters since.
  • Opes Wealth Management's Philip Morris position peaked at $471K in Q1 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.