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Signature Wealth Management Partners’s Philip Morris PM Stock Holding History

Signature Wealth Management 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 		$1.43M Sell
8,639
-293
-3% -$50.9K 0.72% 28
2025
Q4 		$1.43M Buy
8,932
+43
+0.5% +$6.66K 0.71% 26
2025
Q3 		$1.44M Sell
8,889
-370
-4% -$62.3K 0.75% 24
2025
Q2 		$1.69M Sell
9,259
-430
-4% -$73.8K 0.96% 21
2025
Q1 		$1.54M Sell
9,689
-1,173
-11% -$166K 1.01% 18
2024
Q4 		$1.31M Buy
10,862
+2,498
+30% +$315K 0.9% 20
2024
Q3 		$1.02M Sell
8,364
-1,169
-12% -$136K 0.74% 27
2024
Q2 		$966K Sell
9,533
-200
-2% -$19.6K 0.73% 29
2024
Q1 		$892K Hold
9,733
– – 0.73% 30
2023
Q4 		$916K Hold
9,733
– – 0.8% 27
2023
Q3 		$901K Hold
9,733
– – 0.88% 27
2023
Q2 		$950K Sell
9,733
-50
-0.5% -$4.78K 0.88% 24
2023
Q1 		$951K Sell
9,783
-90
-0.9% -$8.97K 0.88% 27
2022
Q4 		$999K Sell
9,873
-65
-0.7% -$6.13K 0.98% 28
2022
Q3 		$825K Sell
9,938
-1,068
-10% -$102K 0.91% 29
2022
Q2 		$1.09M Sell
11,006
-2,250
-17% -$229K 1.11% 24
2022
Q1 		$1.25M Sell
13,256
-1,469
-10% -$147K 1.06% 25
2021
Q4 		$1.4M Buy
14,725
+42
+0.3% +$3.93K 1.19% 23
2021
Q3 		$1.39M Buy
14,683
+39
+0.3% +$3.92K 1.26% 22
2021
Q2 		$1.45M Sell
14,644
-102
-0.7% -$9.79K 1.32% 21
2021
Q1 		$1.31M Sell
14,746
-531
-3% -$45.1K 1.26% 22
2020
Q4 		$1.26M Buy
+15,277
New +$1.19M 1.26% 22

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Signature Wealth Management Partners's PM Position: Q1 2026 in Review

Signature Wealth Management Partners reduced its Philip Morris (PM) stake by 3.3% in Q1 2026, selling an estimated $50.9K and leaving 8,639 shares worth $1.43M. The position accounts for 0.72% of the portfolio, ranked #28.

Signature Wealth Management Partners first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.69M in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Signature Wealth Management Partners held 8,639 shares of Philip Morris worth $1.43M as of Q1 2026.
  • Signature Wealth Management Partners sold 293 Philip Morris shares in Q1 2026, an estimated $50.9K.
  • Philip Morris made up 0.72% of Signature Wealth Management Partners's portfolio in Q1 2026, its #28 holding.
  • Signature Wealth Management Partners first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • Signature Wealth Management Partners's Philip Morris position peaked at $1.69M in Q2 2025.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.