Private Wealth Partners’s Philip Morris PM Stock Holding History

Private 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	$1.35M	Buy	8,183 +1,745	+27%	+$303K	0.1%	84
2025 Q4	$1.03M	Buy	+6,438	New	+$997K	0.07%	97
2025 Q1	–	Sell	-3,430	Closed	-$413K	–	174
2024 Q4	$413K	Sell	3,430 -157	-4%	-$19.8K	0.03%	135
2024 Q3	$435K	Buy	3,587 +184	+5%	+$21.4K	0.03%	131
2024 Q2	$345K	Buy	3,403 +48	+1%	+$4.69K	0.03%	133
2024 Q1	$307K	Hold	3,355	–	–	0.02%	135
2023 Q4	$316K	Hold	3,355	–	–	0.03%	132
2023 Q3	$311K	Hold	3,355	–	–	0.03%	122
2023 Q2	$328K	Hold	3,355	–	–	0.03%	120
2023 Q1	$326K	Buy	+3,355	New	+$334K	0.03%	122
2021 Q1	–	Sell	-3,355	Closed	-$278K	–	105
2020 Q4	$278K	Hold	3,355	–	–	0.03%	102
2020 Q3	$252K	Hold	3,355	–	–	0.03%	96
2020 Q2	$235K	Hold	3,355	–	–	0.03%	96
2020 Q1	$245K	Hold	3,355	–	–	0.04%	104
2019 Q4	$285K	Sell	3,355 -65	-2%	-$5.36K	0.04%	106
2019 Q3	$260K	Buy	+3,420	New	+$271K	0.04%	105
2015 Q3	–	Sell	-2,600	Closed	-$208K	–	139
2015 Q2	$208K	Buy	+2,600	New	+$214K	0.05%	133
2015 Q1	–	Sell	-2,600	Closed	-$212K	–	147
2014 Q4	$212K	Hold	2,600	–	–	0.05%	134
2014 Q3	$217K	Hold	2,600	–	–	0.05%	155
2014 Q2	$219K	Hold	2,600	–	–	0.05%	145
2014 Q1	$213K	Buy	+2,600	New	+$210K	0.05%	146
2013 Q3	–	Sell	-2,800	Closed	-$243K	–	186
2013 Q2	$243K	Buy	+2,800	New	+$260K	0.06%	155

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 Partners's PM Position: Q1 2026 in Review

Private Wealth Partners increased its Philip Morris (PM) stake by 27% in Q1 2026, buying an estimated $303K and bringing the position to 8,183 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #84.

Private Wealth Partners first reported a position in PM in Q2 2013 and has held it in 22 quarters since. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Private Wealth Partners held 8,183 shares of Philip Morris worth $1.35M as of Q1 2026.
Private Wealth Partners bought 1,745 Philip Morris shares in Q1 2026, an estimated $303K.
Philip Morris made up 0.1% of Private Wealth Partners's portfolio in Q1 2026, its #84 holding.
Private Wealth Partners first reported a position in Philip Morris in Q2 2013 and has held it in 22 quarters since.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.