Premier Path Wealth Partners’s Philip Morris PM Stock Holding History

Premier Path Wealth Partners’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	$1.41M	Buy	8,512 +740	+10%	+$129K	0.18%	125
2025 Q4	$1.25M	Buy	7,772 +725	+10%	+$112K	0.16%	125
2025 Q3	$1.14M	Buy	7,047 +93	+1%	+$15.6K	0.15%	161
2025 Q2	$1.27M	Buy	6,954 +529	+8%	+$90.8K	0.18%	132
2025 Q1	$1.02M	Buy	6,425 +328	+5%	+$46.5K	0.16%	158
2024 Q4	$734K	Buy	6,097 +34	+0.6%	+$4.29K	0.11%	185
2024 Q3	$736K	Buy	6,063 +53	+0.9%	+$6.16K	0.12%	182
2024 Q2	$609K	Sell	6,010 -493	-8%	-$48.2K	0.1%	195
2024 Q1	$596K	Sell	6,503 -1,043	-14%	-$96.2K	0.11%	180
2023 Q4	$710K	Buy	+7,546	New	+$695K	0.16%	148

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

Premier Path Wealth Partners's PM Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Philip Morris (PM) stake by 9.5% in Q1 2026, buying an estimated $129K and bringing the position to 8,512 shares worth $1.41M. The position accounts for 0.18% of the portfolio, ranked #125.

Premier Path Wealth Partners first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Premier Path Wealth Partners held 8,512 shares of Philip Morris worth $1.41M as of Q1 2026.
Premier Path Wealth Partners bought 740 Philip Morris shares in Q1 2026, an estimated $129K.
Philip Morris made up 0.18% of Premier Path Wealth Partners's portfolio in Q1 2026, its #125 holding.
Premier Path Wealth Partners first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.