Parr McKnight Wealth Management Group’s Philip Morris PM Stock Holding History

Parr McKnight Wealth Management Group’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	$1.48M	Sell	8,975 -1,081	-11%	-$188K	0.19%	139
2025 Q4	$1.61M	Sell	10,056 -11	-0.1%	-$1.7K	0.21%	116
2025 Q3	$1.63M	Sell	10,067 -155	-2%	-$26.1K	0.21%	119
2025 Q2	$1.86M	Sell	10,222 -5,609	-35%	-$963K	0.26%	114
2025 Q1	$2.51M	Sell	15,831 -4,446	-22%	-$630K	0.36%	89
2024 Q4	$2.44M	Buy	+20,277	New	+$2.56M	0.35%	83

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

Parr McKnight Wealth Management Group's PM Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Philip Morris (PM) stake by 11% in Q1 2026, selling an estimated $188K and leaving 8,975 shares worth $1.48M. The position accounts for 0.19% of the portfolio, ranked #139.

Parr McKnight Wealth Management Group first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.51M in Q1 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Parr McKnight Wealth Management Group held 8,975 shares of Philip Morris worth $1.48M as of Q1 2026.
Parr McKnight Wealth Management Group sold 1,081 Philip Morris shares in Q1 2026, an estimated $188K.
Philip Morris made up 0.19% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #139 holding.
Parr McKnight Wealth Management Group first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's Philip Morris position peaked at $2.51M in Q1 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.