Quotient Wealth Partners’s Philip Morris PM Stock Holding History

Quotient Wealth Partners’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	$848K	Sell	5,130 -13	-0.3%	-$2.26K	0.02%	131
2025 Q4	$825K	Buy	5,143 +134	+3%	+$20.8K	0.02%	136
2025 Q3	$812K	Sell	5,009 -186	-4%	-$31.3K	0.02%	134
2025 Q2	$946K	Buy	5,195 +754	+17%	+$129K	0.03%	119
2025 Q1	$705K	Buy	4,441 +295	+7%	+$41.8K	0.02%	141
2024 Q4	$499K	Buy	4,146 +235	+6%	+$29.6K	0.02%	172
2024 Q3	$475K	Buy	3,911 +353	+10%	+$41K	0.02%	179
2024 Q2	$361K	Buy	3,558 +284	+9%	+$27.8K	0.01%	219
2024 Q1	$300K	Sell	3,274 -643	-16%	-$59.3K	0.01%	234
2023 Q4	$369K	Buy	+3,917	New	+$361K	0.01%	204

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

Quotient Wealth Partners's PM Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Philip Morris (PM) stake by 0.25% in Q1 2026, selling an estimated $2.26K and leaving 5,130 shares worth $848K. The position accounts for 0.02% of the portfolio, ranked #131.

Quotient Wealth Partners first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $946K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Quotient Wealth Partners held 5,130 shares of Philip Morris worth $848K as of Q1 2026.
Quotient Wealth Partners sold 13 Philip Morris shares in Q1 2026, an estimated $2.26K.
Philip Morris made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #131 holding.
Quotient Wealth Partners first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Philip Morris position peaked at $946K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.