Pinnacle Wealth Management Advisory Group’s Philip Morris PM Stock Holding History

Pinnacle Wealth Management Advisory 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	$1.7M	Buy	10,257 +1,243	+14%	+$216K	0.12%	132
2025 Q4	$1.45M	Buy	9,014 +1,793	+25%	+$278K	0.1%	134
2025 Q3	$1.17M	Buy	7,221 +597	+9%	+$100K	0.09%	143
2025 Q2	$1.21M	Buy	6,624 +281	+4%	+$48.3K	0.1%	135
2025 Q1	$1.01M	Buy	6,343 +55	+0.9%	+$7.79K	0.09%	138
2024 Q4	$757K	Buy	6,288 +729	+13%	+$92K	0.07%	155
2024 Q3	$675K	Buy	5,559 +829	+18%	+$96.3K	0.06%	165
2024 Q2	$479K	Buy	4,730 +1,268	+37%	+$124K	0.05%	199
2024 Q1	$317K	Sell	3,462 -442	-11%	-$40.8K	0.03%	248
2023 Q4	$367K	Sell	3,904 -1,022	-21%	-$94.2K	0.04%	216
2023 Q3	$456K	Sell	4,926 -792	-14%	-$76.2K	0.06%	185
2023 Q2	$558K	Buy	5,718 +270	+5%	+$25.8K	0.07%	170
2023 Q1	$530K	Sell	5,448 -420	-7%	-$41.9K	0.07%	172
2022 Q4	$594K	Buy	5,868 +1,506	+35%	+$142K	0.09%	159
2022 Q3	$362K	Buy	4,362 +742	+20%	+$70.8K	0.06%	194
2022 Q2	$357K	Buy	+3,620	New	+$369K	0.06%	202

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

Pinnacle Wealth Management Advisory Group's PM Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Philip Morris (PM) stake by 14% in Q1 2026, buying an estimated $216K and bringing the position to 10,257 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #132.

Pinnacle Wealth Management Advisory Group first reported a position in PM in Q2 2022 and has held it in 16 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 10,257 shares of Philip Morris worth $1.7M as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 1,243 Philip Morris shares in Q1 2026, an estimated $216K.
Philip Morris made up 0.12% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #132 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Philip Morris in Q2 2022 and has held it in 16 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.