QP Wealth Management’s Philip Morris PM Stock Holding History

QP 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	–	Sell	-1,435	Closed	-$230K	–	103
2025 Q4	$230K	Buy	+1,435	New	+$222K	0.2%	95

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

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

QP Wealth Management sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,435 shares — an estimated $230K sold.

QP Wealth Management first reported a position in PM in Q4 2025 and held it in 1 quarter. The position peaked at $230K in Q4 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

QP Wealth Management reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
QP Wealth Management sold 1,435 Philip Morris shares in Q1 2026, an estimated $230K.
QP Wealth Management first reported a position in Philip Morris in Q4 2025 and held it in 1 quarter.
QP Wealth Management's Philip Morris position peaked at $230K in Q4 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.