PWM
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Pines Wealth Management’s Philip Morris PM Stock Holding History

Pines Wealth 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 		$529K Sell
3,199
-534
-14% -$92.8K 0.17% 126
2025
Q4 		$599K Sell
3,733
-321
-8% -$49.7K 0.19% 117
2025
Q3 		$658K Sell
4,054
-282
-7% -$47.4K 0.22% 105
2025
Q2 		$776K Buy
4,336
+117
+3% +$20.1K 0.27% 88
2025
Q1 		$630K Buy
4,219
+8
+0.2% +$1.13K 0.29% 90
2024
Q4 		$493K Buy
+4,211
New +$531K 0.21% 117

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pines Wealth Management's PM Position: Q1 2026 in Review

Pines Wealth Management reduced its Philip Morris (PM) stake by 14% in Q1 2026, selling an estimated $92.8K and leaving 3,199 shares worth $529K. The position accounts for 0.17% of the portfolio, ranked #126.

Pines Wealth Management first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $776K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Pines Wealth Management held 3,199 shares of Philip Morris worth $529K as of Q1 2026.
  • Pines Wealth Management sold 534 Philip Morris shares in Q1 2026, an estimated $92.8K.
  • Philip Morris made up 0.17% of Pines Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Pines Wealth Management first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Philip Morris position peaked at $776K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.