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Prosperity Consulting Group’s Philip Morris PM Stock Holding History

Prosperity Consulting 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 		$3.55M Sell
21,500
-39
-0.2% -$6.78K 0.16% 103
2025
Q4 		$3.45M Sell
21,539
-915
-4% -$142K 0.16% 104
2025
Q3 		$3.64M Buy
22,454
+670
+3% +$113K 0.18% 99
2025
Q2 		$3.97M Buy
21,784
+446
+2% +$76.6K 0.29% 81
2025
Q1 		$3.39M Buy
21,338
+35
+0.2% +$4.96K 0.26% 91
2024
Q4 		$2.56M Buy
21,303
+511
+2% +$64.5K 0.19% 119
2024
Q3 		$2.52M Buy
20,792
+8,197
+65% +$952K 0.2% 123
2024
Q2 		$1.28M Sell
12,595
-696
-5% -$68K 0.17% 118
2024
Q1 		$1.22M Buy
13,291
+1,594
+14% +$147K 0.15% 128
2023
Q4 		$1.1M Buy
11,697
+2,955
+34% +$272K 0.37% 59
2023
Q3 		$809K Buy
8,742
+2,472
+39% +$238K 0.37% 65
2023
Q2 		$612K Sell
6,270
-1,367
-18% -$131K 0.38% 60
2023
Q1 		$743K Sell
7,637
-235
-3% -$23.4K 0.47% 52
2022
Q4 		$797K Sell
7,872
-12
-0.2% -$1.13K 0.53% 48
2022
Q3 		$654K Sell
7,884
-159
-2% -$15.2K 0.54% 49
2022
Q2 		$794K Sell
8,043
-154
-2% -$15.7K 0.69% 36
2022
Q1 		$770K Sell
8,197
-423
-5% -$42.3K 0.57% 45
2021
Q4 		$896K Buy
+8,620
New +$806K 0.67% 37

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

Prosperity Consulting Group's PM Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Philip Morris (PM) stake by 0.18% in Q1 2026, selling an estimated $6.78K and leaving 21,500 shares worth $3.55M. The position accounts for 0.16% of the portfolio, ranked #103.

Prosperity Consulting Group first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.97M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Prosperity Consulting Group held 21,500 shares of Philip Morris worth $3.55M as of Q1 2026.
  • Prosperity Consulting Group sold 39 Philip Morris shares in Q1 2026, an estimated $6.78K.
  • Philip Morris made up 0.16% of Prosperity Consulting Group's portfolio in Q1 2026, its #103 holding.
  • Prosperity Consulting Group first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's Philip Morris position peaked at $3.97M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.