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Straight Path Wealth Management’s Philip Morris PM Stock Holding History

Straight Path 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 		$216K Hold
1,304
– – 0.06% 119
2025
Q4 		$209K Hold
1,304
– – 0.06% 120
2025
Q3 		$212K Hold
1,304
– – 0.06% 131
2025
Q2 		$237K Sell
1,304
-1
-0.1% -$172 0.08% 102
2025
Q1 		$207K Buy
+1,305
New +$185K 0.08% 100

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

Straight Path Wealth Management's PM Position: Q1 2026 in Review

Straight Path Wealth Management held its Philip Morris (PM) position steady in Q1 2026 at 1,304 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #119.

Straight Path Wealth Management first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $237K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Straight Path Wealth Management held 1,304 shares of Philip Morris worth $216K as of Q1 2026.
  • Straight Path Wealth Management left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.06% of Straight Path Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Straight Path Wealth Management first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Straight Path Wealth Management's Philip Morris position peaked at $237K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.