Oregon Pacific Wealth Management’s Philip Morris PM Stock Holding History

Oregon Pacific 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	$424K	Sell	2,562 -177	-6%	-$30.8K	0.44%	57
2025 Q4	$439K	Sell	2,739 -2,038	-43%	-$316K	0.45%	54
2025 Q3	$775K	Buy	4,777 +111	+2%	+$18.7K	0.67%	37
2025 Q2	$850K	Sell	4,666 -235	-5%	-$40.4K	0.8%	30
2025 Q1	$778K	Buy	4,901 +351	+8%	+$49.7K	0.78%	34
2024 Q4	$548K	Buy	+4,550	New	+$574K	0.54%	51

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

Oregon Pacific Wealth Management's PM Position: Q1 2026 in Review

Oregon Pacific Wealth Management reduced its Philip Morris (PM) stake by 6.5% in Q1 2026, selling an estimated $30.8K and leaving 2,562 shares worth $424K. The position accounts for 0.44% of the portfolio, ranked #57.

Oregon Pacific Wealth Management first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $850K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Oregon Pacific Wealth Management held 2,562 shares of Philip Morris worth $424K as of Q1 2026.
Oregon Pacific Wealth Management sold 177 Philip Morris shares in Q1 2026, an estimated $30.8K.
Philip Morris made up 0.44% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #57 holding.
Oregon Pacific Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
Oregon Pacific Wealth Management's Philip Morris position peaked at $850K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.