Sage Private Wealth Group’s Philip Morris PM Stock Holding History

Sage Private Wealth 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	$218K	Buy	1,321 +11	+0.8%	+$1.91K	0.11%	94
2025 Q4	$210K	Buy	1,310 +13	+1%	+$2.01K	0.11%	89
2025 Q3	$210K	Buy	1,297 +10	+0.8%	+$1.68K	0.12%	89
2025 Q2	$235K	Buy	1,287 +11	+0.9%	+$1.89K	0.15%	77
2025 Q1	$203K	Buy	+1,276	New	+$181K	0.15%	85
2022 Q4	–	Sell	-1,121	Closed	-$93K	–	143
2022 Q3	$93K	Buy	1,121 +15	+1%	+$1.43K	0.12%	68
2022 Q2	$109K	Buy	1,106 +14	+1%	+$1.43K	0.16%	65
2022 Q1	$103K	Buy	1,092 +14	+1%	+$1.4K	0.1%	68
2021 Q4	$102K	Buy	1,078 +13	+1%	+$1.22K	0.13%	63
2021 Q3	$101K	Buy	1,065 +13	+1%	+$1.31K	0.14%	59
2021 Q2	$104K	Buy	1,052 +14	+1%	+$1.34K	0.14%	64
2021 Q1	$92K	Buy	1,038 +15	+1%	+$1.27K	0.16%	69
2020 Q4	$85K	Buy	+1,023	New	+$79.6K	0.24%	63

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

Sage Private Wealth Group's PM Position: Q1 2026 in Review

Sage Private Wealth Group increased its Philip Morris (PM) stake by 0.84% in Q1 2026, buying an estimated $1.91K and bringing the position to 1,321 shares worth $218K. The position accounts for 0.11% of the portfolio, ranked #94.

Sage Private Wealth Group first reported a position in PM in Q4 2020 and has held it in 13 quarters since. The position peaked at $235K in Q2 2025. 2,857 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Sage Private Wealth Group held 1,321 shares of Philip Morris worth $218K as of Q1 2026.
Sage Private Wealth Group bought 11 Philip Morris shares in Q1 2026, an estimated $1.91K.
Philip Morris made up 0.11% of Sage Private Wealth Group's portfolio in Q1 2026, its #94 holding.
Sage Private Wealth Group first reported a position in Philip Morris in Q4 2020 and has held it in 13 quarters since.
Sage Private Wealth Group's Philip Morris position peaked at $235K in Q2 2025.
2,857 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.