Papamarkou Wellner Asset Management’s Philip Morris PM Stock Holding History

Papamarkou Wellner Asset 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	$4.43M	Buy	26,818 +202	+0.8%	+$35.1K	2.71%	7
2025 Q4	$4.27M	Buy	26,616 +1,344	+5%	+$208K	2.57%	8
2025 Q3	$4.1M	Sell	25,272 -65	-0.3%	-$10.9K	2.53%	8
2025 Q2	$4.61M	Buy	25,337 +55	+0.2%	+$9.45K	3.05%	7
2025 Q1	$4.01M	Buy	25,282 +10	+0%	+$1.42K	2.8%	7
2024 Q4	$3.04M	Buy	+25,272	New	+$3.19M	2.09%	12

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

Papamarkou Wellner Asset Management's PM Position: Q1 2026 in Review

Papamarkou Wellner Asset Management increased its Philip Morris (PM) stake by 0.76% in Q1 2026, buying an estimated $35.1K and bringing the position to 26,818 shares worth $4.43M. The position accounts for 2.71% of the portfolio, ranked #7.

Papamarkou Wellner Asset Management first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.61M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Papamarkou Wellner Asset Management held 26,818 shares of Philip Morris worth $4.43M as of Q1 2026.
Papamarkou Wellner Asset Management bought 202 Philip Morris shares in Q1 2026, an estimated $35.1K.
Philip Morris made up 2.71% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #7 holding.
Papamarkou Wellner Asset Management first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
Papamarkou Wellner Asset Management's Philip Morris position peaked at $4.61M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.