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SHP Wealth Management’s Philip Morris PM Stock Holding History

SHP 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 		$983K Sell
5,947
-722
-11% -$125K 0.07% 86
2025
Q4 		$1.07M Buy
+6,669
New +$1.03M 0.08% 75

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's PM Position: Q1 2026 in Review

SHP Wealth Management reduced its Philip Morris (PM) stake by 11% in Q1 2026, selling an estimated $125K and leaving 5,947 shares worth $983K. The position accounts for 0.07% of the portfolio, ranked #86.

SHP Wealth Management first reported a position in PM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.07M in Q4 2025. 2,861 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • SHP Wealth Management held 5,947 shares of Philip Morris worth $983K as of Q1 2026.
  • SHP Wealth Management sold 722 Philip Morris shares in Q1 2026, an estimated $125K.
  • Philip Morris made up 0.07% of SHP Wealth Management's portfolio in Q1 2026, its #86 holding.
  • SHP Wealth Management first reported a position in Philip Morris in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Philip Morris position peaked at $1.07M in Q4 2025.
  • 2,861 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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