PWM
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Proathlete Wealth Management’s Philip Morris PM Stock Holding History

Proathlete Wealth Management’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 		$282K Hold
1,703
– – 0.08% 54
2025
Q4 		$273K Buy
1,703
+36
+2% +$5.58K 0.07% 53
2025
Q3 		$270K Sell
1,667
-7
-0.4% -$1.18K 0.08% 52
2025
Q2 		$305K Buy
1,674
+7
+0.4% +$1.2K 0.1% 49
2025
Q1 		$265K Hold
1,667
– – 0.1% 54
2024
Q4 		$201K Hold
1,667
– – 0.08% 60
2024
Q3 		$202K Buy
+1,667
New +$194K 0.08% 59

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

Proathlete Wealth Management's PM Position: Q1 2026 in Review

Proathlete Wealth Management held its Philip Morris (PM) position steady in Q1 2026 at 1,703 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #54.

Proathlete Wealth Management first reported a position in PM in Q3 2024 and has held it in 7 quarters since. The position peaked at $305K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Proathlete Wealth Management held 1,703 shares of Philip Morris worth $282K as of Q1 2026.
  • Proathlete Wealth Management left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.08% of Proathlete Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Proathlete Wealth Management first reported a position in Philip Morris in Q3 2024 and has held it in 7 quarters since.
  • Proathlete Wealth Management's Philip Morris position peaked at $305K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.