Philip James Wealth Mangement’s Solventum SOLV Stock Holding History

Philip James Wealth Mangement’s Portfolio SOLV Stock Details SOLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.58M	Sell	24,155 -5,954	-20%	-$442K	0.18%	69
2025 Q4	$2.39M	Sell	30,109 -1,371	-4%	-$105K	0.28%	63
2025 Q3	$2.3M	Sell	31,480 -10,845	-26%	-$795K	0.27%	64
2025 Q2	$3.21M	Sell	42,325 -5,223	-11%	-$370K	0.41%	53
2025 Q1	$3.62M	Sell	47,548 -6,884	-13%	-$513K	0.44%	50
2024 Q4	$3.6M	Sell	54,432 -12,479	-19%	-$874K	0.46%	48
2024 Q3	$4.67M	Buy	+66,911	New	+$4.02M	0.57%	43

Other funds holding SOLV

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Philip James Wealth Mangement reduced its Solventum (SOLV) stake by 20% in Q1 2026, selling an estimated $442K and leaving 24,155 shares worth $1.58M. The position accounts for 0.18% of the portfolio, ranked #69.

Philip James Wealth Mangement first reported a position in SOLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.67M in Q3 2024. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

Philip James Wealth Mangement held 24,155 shares of Solventum worth $1.58M as of Q1 2026.
Philip James Wealth Mangement sold 5,954 Solventum shares in Q1 2026, an estimated $442K.
Solventum made up 0.18% of Philip James Wealth Mangement's portfolio in Q1 2026, its #69 holding.
Philip James Wealth Mangement first reported a position in Solventum in Q3 2024 and has held it in 7 quarters since.
Philip James Wealth Mangement's Solventum position peaked at $4.67M in Q3 2024.
877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

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