Private Wealth Management Group’s Philip Morris PM Stock Holding History

Private Wealth Management 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	$106K	Hold	641	–	–	0.03%	129
2025 Q4	$103K	Hold	641	–	–	0.03%	127
2025 Q3	$104K	Sell	641 -33	-5%	-$5.55K	0.03%	122
2025 Q2	$123K	Sell	674 -34	-5%	-$5.84K	0.04%	107
2025 Q1	$112K	Buy	708 +67	+10%	+$9.49K	0.04%	108
2024 Q4	$77.1K	Sell	641 -21	-3%	-$2.65K	0.03%	134
2024 Q3	$80.4K	Hold	662	–	–	0.03%	124
2024 Q2	$67.1K	Sell	662 -38	-5%	-$3.71K	0.03%	136
2024 Q1	$64.1K	Hold	700	–	–	0.03%	133
2023 Q4	$65.9K	Buy	+700	New	+$64.5K	0.03%	129

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

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

Private Wealth Management Group held its Philip Morris (PM) position steady in Q1 2026 at 641 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #129.

Private Wealth Management Group first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $123K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Private Wealth Management Group held 641 shares of Philip Morris worth $106K as of Q1 2026.
Private Wealth Management Group left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.03% of Private Wealth Management Group's portfolio in Q1 2026, its #129 holding.
Private Wealth Management Group first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Philip Morris position peaked at $123K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.