Redwood Wealth Management Group’s Philip Morris PM Stock Holding History

Redwood Wealth Management Group’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	$501K	Sell	3,029 -22	-0.7%	-$3.82K	0.22%	92
2025 Q4	$489K	Sell	3,051 -75	-2%	-$11.6K	0.2%	94
2025 Q3	$507K	Sell	3,126 -101	-3%	-$17K	0.22%	99
2025 Q2	$588K	Buy	3,227 +5	+0.2%	+$859	0.26%	85
2025 Q1	$511K	Sell	3,222 -54	-2%	-$7.65K	0.26%	89
2024 Q4	$395K	Sell	3,276 -35	-1%	-$4.42K	0.19%	109
2024 Q3	$402K	Hold	3,311	–	–	0.2%	105
2024 Q2	$336K	Buy	3,311 +9	+0.3%	+$880	0.25%	87
2024 Q1	$303K	Sell	3,302 -68	-2%	-$6.27K	0.32%	89
2023 Q4	$317K	Buy	3,370 +7	+0.2%	+$645	0.35%	85
2023 Q3	$311K	Sell	3,363 -42	-1%	-$4.04K	0.36%	85
2023 Q2	$332K	Sell	3,405 -2	-0.1%	-$191	0.37%	82
2023 Q1	$331K	Sell	3,407 -20	-0.6%	-$1.99K	0.38%	79
2022 Q4	$347K	Buy	+3,427	New	+$323K	0.43%	67

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

Redwood Wealth Management Group's PM Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Philip Morris (PM) stake by 0.72% in Q1 2026, selling an estimated $3.82K and leaving 3,029 shares worth $501K. The position accounts for 0.22% of the portfolio, ranked #92.

Redwood Wealth Management Group first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $588K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Redwood Wealth Management Group held 3,029 shares of Philip Morris worth $501K as of Q1 2026.
Redwood Wealth Management Group sold 22 Philip Morris shares in Q1 2026, an estimated $3.82K.
Philip Morris made up 0.22% of Redwood Wealth Management Group's portfolio in Q1 2026, its #92 holding.
Redwood Wealth Management Group first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
Redwood Wealth Management Group's Philip Morris position peaked at $588K in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.