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Principle Wealth Partners’s Philip Morris PM Stock Holding History

Principle 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 		$5.79M Sell
35,016
-28
-0.1% -$4.87K 0.33% 61
2025
Q4 		$5.62M Buy
35,044
+869
+3% +$135K 0.32% 60
2025
Q3 		$5.54M Sell
34,175
-248
-0.7% -$41.7K 0.32% 61
2025
Q2 		$6.27M Sell
34,423
-273
-0.8% -$46.9K 0.39% 51
2025
Q1 		$5.51M Sell
34,696
-487
-1% -$69K 0.39% 60
2024
Q4 		$4.23M Sell
35,183
-372
-1% -$46.9K 0.3% 76
2024
Q3 		$4.32M Sell
35,555
-136
-0.4% -$15.8K 0.31% 76
2024
Q2 		$3.62M Buy
35,691
+276
+0.8% +$27K 0.28% 86
2024
Q1 		$3.24M Buy
35,415
+792
+2% +$73K 0.25% 92
2023
Q4 		$3.26M Sell
34,623
-635
-2% -$58.5K 0.28% 85
2023
Q3 		$3.26M Buy
35,258
+314
+0.9% +$30.2K 0.33% 73
2023
Q2 		$3.41M Sell
34,944
-1,515
-4% -$145K 0.34% 67
2023
Q1 		$3.55M Sell
36,459
-387
-1% -$38.6K 0.38% 63
2022
Q4 		$3.73M Sell
36,846
-3
-0% -$283 0.42% 59
2022
Q3 		$3.06K Buy
36,849
+1,164
+3% +$111K 0.29% 60
2022
Q2 		$3.52M Sell
35,685
-1,583
-4% -$161K 0.42% 58
2022
Q1 		$3.5M Buy
37,268
+836
+2% +$83.6K 0.37% 63
2021
Q4 		$3.46M Buy
36,432
+38
+0.1% +$3.55K 0.36% 62
2021
Q3 		$3.45M Sell
36,394
-37
-0.1% -$3.72K 0.4% 58
2021
Q2 		$3.61M Sell
36,431
-2,477
-6% -$238K 0.41% 56
2021
Q1 		$3.45M Buy
38,908
+1,459
+4% +$124K 0.4% 58
2020
Q4 		$3.1M Buy
37,449
+30,251
+420% +$2.35M 0.41% 54
2020
Q3 		$540K Sell
7,198
-680
-9% -$52.5K 0.15% 81
2020
Q2 		$552K Sell
7,878
-114
-1% -$8.31K 0.16% 79
2020
Q1 		$583K Sell
7,992
-925
-10% -$76.1K 0.22% 72
2019
Q4 		$759K Buy
8,917
+529
+6% +$43.6K 0.24% 71
2019
Q3 		$637K Buy
8,388
+2,108
+34% +$167K 0.22% 80
2019
Q2 		$493K Buy
6,280
+2,404
+62% +$199K 0.25% 77
2019
Q1 		$343K Sell
3,876
-1,305
-25% -$105K 0.2% 92
2018
Q4 		$346K Buy
+5,181
New +$433K 0.29% 80

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

Principle Wealth Partners's PM Position: Q1 2026 in Review

Principle Wealth Partners reduced its Philip Morris (PM) stake by 0.08% in Q1 2026, selling an estimated $4.87K and leaving 35,016 shares worth $5.79M. The position accounts for 0.33% of the portfolio, ranked #61.

Principle Wealth Partners first reported a position in PM in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.27M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Principle Wealth Partners held 35,016 shares of Philip Morris worth $5.79M as of Q1 2026.
  • Principle Wealth Partners sold 28 Philip Morris shares in Q1 2026, an estimated $4.87K.
  • Philip Morris made up 0.33% of Principle Wealth Partners's portfolio in Q1 2026, its #61 holding.
  • Principle Wealth Partners first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Philip Morris position peaked at $6.27M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.