Rede Wealth’s Philip Morris PM Stock Holding History

Rede Wealth’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	$234K	Hold	1,414	–	–	0.08%	101
2025 Q4	$227K	Sell	1,414 -819	-37%	-$127K	0.08%	103
2025 Q3	$362K	Buy	2,233 +819	+58%	+$138K	0.28%	67
2025 Q2	$258K	Hold	1,414	–	–	0.09%	99
2025 Q1	$224K	Buy	+1,414	New	+$200K	0.08%	101
2023 Q3	–	Sell	-2,202	Closed	-$215K	–	91
2023 Q2	$215K	Sell	2,202 -250	-10%	-$23.9K	0.1%	92
2023 Q1	$238K	Hold	2,452	–	–	0.12%	84
2022 Q4	$248K	Sell	2,452 -61	-2%	-$5.76K	0.13%	80
2022 Q3	$209K	Hold	2,513	–	–	0.12%	86
2022 Q2	$248K	Hold	2,513	–	–	0.14%	84
2022 Q1	$236K	Hold	2,513	–	–	0.11%	97
2021 Q4	$239K	Hold	2,513	–	–	0.12%	97
2021 Q3	$238K	Hold	2,513	–	–	0.13%	97
2021 Q2	$249K	Hold	2,513	–	–	0.13%	96
2021 Q1	$223K	Hold	2,513	–	–	0.13%	96
2020 Q4	$208K	Buy	+2,513	New	+$196K	0.14%	91

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

Rede Wealth's PM Position: Q1 2026 in Review

Rede Wealth held its Philip Morris (PM) position steady in Q1 2026 at 1,414 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #101.

Rede Wealth first reported a position in PM in Q4 2020 and has held it in 16 quarters since. The position peaked at $362K in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Rede Wealth held 1,414 shares of Philip Morris worth $234K as of Q1 2026.
Rede Wealth left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.08% of Rede Wealth's portfolio in Q1 2026, its #101 holding.
Rede Wealth first reported a position in Philip Morris in Q4 2020 and has held it in 16 quarters since.
Rede Wealth's Philip Morris position peaked at $362K in Q3 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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