Philip James Wealth Mangement’s Philip Morris PM Stock Holding History

Philip James Wealth Mangement’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	$782K	Sell	4,730 -24	-0.5%	-$4.17K	0.09%	89
2025 Q4	$763K	Buy	4,754 +276	+6%	+$42.8K	0.09%	99
2025 Q3	$726K	Sell	4,478 -309	-6%	-$52K	0.08%	99
2025 Q2	$872K	Sell	4,787 -35	-0.7%	-$6.01K	0.11%	90
2025 Q1	$765K	Buy	4,822 +181	+4%	+$25.6K	0.09%	90
2024 Q4	$559K	Sell	4,641 -6	-0.1%	-$757	0.07%	103
2024 Q3	$564K	Buy	+4,647	New	+$540K	0.07%	96

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

Philip James Wealth Mangement's PM Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Philip Morris (PM) stake by 0.5% in Q1 2026, selling an estimated $4.17K and leaving 4,730 shares worth $782K. The position accounts for 0.09% of the portfolio, ranked #89.

Philip James Wealth Mangement first reported a position in PM in Q3 2024 and has held it in 7 quarters since. The position peaked at $872K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Philip James Wealth Mangement held 4,730 shares of Philip Morris worth $782K as of Q1 2026.
Philip James Wealth Mangement sold 24 Philip Morris shares in Q1 2026, an estimated $4.17K.
Philip Morris made up 0.09% of Philip James Wealth Mangement's portfolio in Q1 2026, its #89 holding.
Philip James Wealth Mangement first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
Philip James Wealth Mangement's Philip Morris position peaked at $872K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.