Parcion Private Wealth’s Philip Morris PM Stock Holding History

Parcion Private 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	$899K	Buy	5,439 +465	+9%	+$80.8K	0.06%	168
2025 Q4	$798K	Buy	4,974 +367	+8%	+$56.9K	0.05%	172
2025 Q3	$747K	Buy	4,607 +319	+7%	+$53.7K	0.05%	158
2025 Q2	$781K	Buy	4,288 +300	+8%	+$51.5K	0.06%	138
2025 Q1	$633K	Buy	3,988 +1,158	+41%	+$164K	0.05%	150
2024 Q4	$341K	Hold	2,830	–	–	0.03%	188
2024 Q3	$344K	Buy	2,830 +296	+12%	+$34.4K	0.03%	185
2024 Q2	$257K	Buy	+2,534	New	+$248K	0.02%	176
2023 Q1	–	Sell	-2,069	Closed	-$209K	–	193
2022 Q4	$209K	Buy	+2,069	New	+$195K	0.02%	186
2022 Q1	–	Sell	-2,067	Closed	-$212K	–	202
2021 Q4	$212K	Sell	2,067 -105	-5%	-$9.81K	0.02%	186
2021 Q3	$213K	Buy	2,172 +119	+6%	+$12K	0.02%	193
2021 Q2	$203K	Buy	+2,053	New	+$197K	0.02%	193

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

Parcion Private Wealth's PM Position: Q1 2026 in Review

Parcion Private Wealth increased its Philip Morris (PM) stake by 9.3% in Q1 2026, buying an estimated $80.8K and bringing the position to 5,439 shares worth $899K. The position accounts for 0.06% of the portfolio, ranked #168.

Parcion Private Wealth first reported a position in PM in Q2 2021 and has held it in 12 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Parcion Private Wealth held 5,439 shares of Philip Morris worth $899K as of Q1 2026.
Parcion Private Wealth bought 465 Philip Morris shares in Q1 2026, an estimated $80.8K.
Philip Morris made up 0.06% of Parcion Private Wealth's portfolio in Q1 2026, its #168 holding.
Parcion Private Wealth first reported a position in Philip Morris in Q2 2021 and has held it in 12 quarters since.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.