Quadrant Private Wealth Management’s Philip Morris PM Stock Holding History

Quadrant Private 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	$250K	Buy	1,499 +89	+6%	+$15.5K	0.04%	250
2025 Q4	$228K	Buy	+1,410	New	+$218K	0.04%	248
2025 Q3	–	Sell	-1,156	Closed	-$212K	–	265
2025 Q2	$212K	Buy	+1,156	New	+$199K	0.04%	237

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

Quadrant Private Wealth Management's PM Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its Philip Morris (PM) stake by 6.3% in Q1 2026, buying an estimated $15.5K and bringing the position to 1,499 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #250.

Quadrant Private Wealth Management first reported a position in PM in Q2 2025 and has held it in 3 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Quadrant Private Wealth Management held 1,499 shares of Philip Morris worth $250K as of Q1 2026.
Quadrant Private Wealth Management bought 89 Philip Morris shares in Q1 2026, an estimated $15.5K.
Philip Morris made up 0.04% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #250 holding.
Quadrant Private Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.