Quadcap Wealth Management’s Philip Morris PM Stock Holding History

Quadcap 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	$1.29M	Sell	7,820 -190	-2%	-$33K	0.15%	128
2025 Q4	$1.28M	Sell	8,010 -121	-1%	-$18.7K	0.15%	131
2025 Q3	$1.32M	Sell	8,131 -256	-3%	-$43.1K	0.16%	123
2025 Q2	$1.53M	Sell	8,387 -306	-4%	-$52.5K	0.19%	101
2025 Q1	$1.38M	Sell	8,693 -170	-2%	-$24.1K	0.2%	107
2024 Q4	$1.07M	Sell	8,863 -179	-2%	-$22.6K	0.16%	127
2024 Q3	$1.1M	Sell	9,042 -158	-2%	-$18.4K	0.17%	119
2024 Q2	$932K	Sell	9,200 -204	-2%	-$19.9K	0.17%	130
2024 Q1	$862K	Sell	9,404 -1,728	-16%	-$159K	0.2%	121
2023 Q4	$1.05M	Buy	+11,132	New	+$1.03M	0.27%	100

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

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

Quadcap Wealth Management reduced its Philip Morris (PM) stake by 2.4% in Q1 2026, selling an estimated $33K and leaving 7,820 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #128.

Quadcap Wealth Management first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.53M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Quadcap Wealth Management held 7,820 shares of Philip Morris worth $1.29M as of Q1 2026.
Quadcap Wealth Management sold 190 Philip Morris shares in Q1 2026, an estimated $33K.
Philip Morris made up 0.15% of Quadcap Wealth Management's portfolio in Q1 2026, its #128 holding.
Quadcap Wealth Management first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Quadcap Wealth Management's Philip Morris position peaked at $1.53M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.