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Sterling Wealth Management’s Philip Morris PM Stock Holding History

Sterling 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 		$206K Buy
+1,246
New +$217K 0.06% 108
2025
Q4 		– Sell
-1,246
Closed -$202K – 112
2025
Q3 		$202K Hold
1,246
– – 0.06% 106
2025
Q2 		$227K Buy
+1,246
New +$214K 0.08% 99

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

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

Sterling Wealth Management opened a new position in Philip Morris (PM) in Q1 2026: 1,246 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #108 among its holdings. This is a return to the name: Sterling Wealth Management previously reported a position in PM as recently as Q3 2025.

Sterling Wealth Management first reported a position in PM in Q2 2025 and has held it in 3 quarters since. The position peaked at $227K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Sterling Wealth Management held 1,246 shares of Philip Morris worth $206K as of Q1 2026.
  • Philip Morris was a new Sterling Wealth Management position in Q1 2026.
  • Philip Morris made up 0.06% of Sterling Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Sterling Wealth Management first reported a position in Philip Morris in Q2 2025 and has held it in 3 quarters since.
  • Sterling Wealth Management's Philip Morris position peaked at $227K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.