Schrum Private Wealth Management’s Philip Morris PM Stock Holding History

Schrum Private Wealth Management’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	$584K	Hold	3,532	–	–	0.45%	65
2025 Q4	$567K	Hold	3,532	–	–	0.42%	64
2025 Q3	$573K	Buy	3,532 +789	+29%	+$133K	0.42%	61
2025 Q2	$500K	Hold	2,743	–	–	0.4%	65
2025 Q1	$435K	Hold	2,743	–	–	0.38%	66
2024 Q4	$330K	Sell	2,743 -2,743	-50%	-$346K	0.28%	86
2024 Q3	$666K	Buy	5,486 +2,743	+100%	+$319K	0.34%	65
2024 Q2	$278K	Sell	2,743 -1,033	-27%	-$101K	0.25%	100
2024 Q1	$346K	Buy	3,776 +12	+0.3%	+$1.11K	0.31%	77
2023 Q4	$354K	Buy	3,764 +11	+0.3%	+$1.01K	0.5%	55
2023 Q3	$347K	Buy	3,753 +11	+0.3%	+$1.06K	0.4%	67
2023 Q2	$365K	Buy	3,742 +10	+0.3%	+$955	0.4%	65
2023 Q1	$363K	Buy	3,732 +9	+0.2%	+$897	0.42%	65
2022 Q4	$377K	Buy	3,723 +12	+0.3%	+$1.13K	0.45%	64
2022 Q3	$308K	Sell	3,711 -1,918	-34%	-$183K	0.39%	76
2022 Q2	$556K	Hold	5,629	–	–	0.63%	47
2022 Q1	$561K	Buy	5,629 +9	+0.2%	+$900	0.56%	51
2021 Q4	$536K	Buy	+5,620	New	+$525K	0.49%	56

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

Schrum Private Wealth Management's PM Position: Q1 2026 in Review

Schrum Private Wealth Management held its Philip Morris (PM) position steady in Q1 2026 at 3,532 shares worth $584K. The position accounts for 0.45% of the portfolio, ranked #65.

Schrum Private Wealth Management first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $666K in Q3 2024. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Schrum Private Wealth Management held 3,532 shares of Philip Morris worth $584K as of Q1 2026.
Schrum Private Wealth Management left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.45% of Schrum Private Wealth Management's portfolio in Q1 2026, its #65 holding.
Schrum Private Wealth Management first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Philip Morris position peaked at $666K in Q3 2024.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.