Sagespring Wealth Partners’s Philip Morris PM Stock Holding History

Sagespring 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	$8.71M	Sell	52,686 -329	-0.6%	-$57.2K	0.16%	81
2025 Q4	$8.5M	Sell	53,015 -4,109	-7%	-$637K	0.15%	80
2025 Q3	$9.27M	Sell	57,124 -1,194	-2%	-$201K	0.18%	67
2025 Q2	$10.6M	Buy	58,318 +2,208	+4%	+$379K	0.23%	61
2025 Q1	$8.91M	Buy	56,110 +1,743	+3%	+$247K	0.22%	56
2024 Q4	$6.54M	Buy	+54,367	New	+$6.86M	0.17%	64

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

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

Sagespring Wealth Partners reduced its Philip Morris (PM) stake by 0.62% in Q1 2026, selling an estimated $57.2K and leaving 52,686 shares worth $8.71M. The position accounts for 0.16% of the portfolio, ranked #81.

Sagespring Wealth Partners first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.6M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Sagespring Wealth Partners held 52,686 shares of Philip Morris worth $8.71M as of Q1 2026.
Sagespring Wealth Partners sold 329 Philip Morris shares in Q1 2026, an estimated $57.2K.
Philip Morris made up 0.16% of Sagespring Wealth Partners's portfolio in Q1 2026, its #81 holding.
Sagespring Wealth Partners first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Philip Morris position peaked at $10.6M in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.