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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
2025
Q2 		– Sell
-27
Closed -$4.29K – 1486
2025
Q1 		$4.29K Buy
+27
New +$3.82K ﹤0.01% 355

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

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.