Quaker Wealth Management’s Philip Morris PM Stock Holding History

Quaker 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	$6.28K	Buy	38 +6	+19%	+$1.04K	﹤0.01%	326
2025 Q4	$5.13K	Buy	32 +5	+19%	+$775	﹤0.01%	356
2025 Q3	$4.38K	Hold	27	–	–	﹤0.01%	327
2025 Q2	$4.92K	Buy	+27	New	+$4.64K	﹤0.01%	334

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

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

Quaker Wealth Management increased its Philip Morris (PM) stake by 19% in Q1 2026, buying an estimated $1.04K and bringing the position to 38 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Quaker Wealth Management first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Quaker Wealth Management held 38 shares of Philip Morris worth $6.28K as of Q1 2026.
Quaker Wealth Management bought 6 Philip Morris shares in Q1 2026, an estimated $1.04K.
Philip Morris made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #326 holding.
Quaker Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.