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
2020 Q4	–	Sell	-3,300	Closed	-$1K	–	128
2020 Q3	$1K	Buy	+3,300	New	+$255K	﹤0.01%	117
2020 Q1	–	Sell	-3,300	Closed	-$1K	–	135
2019 Q4	$1K	Buy	+3,300	New	+$272K	﹤0.01%	122

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. 2,855 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.
2,855 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.