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Summit Wealth Partners’s Philip Morris PM Stock Holding History

Summit Wealth 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 		$1.02M Buy
6,147
+416
+7% +$72.3K 0.16% 101
2025
Q4 		$919K Buy
5,731
+10
+0.2% +$1.55K 0.17% 85
2025
Q3 		$928K Buy
5,721
+7
+0.1% +$1.18K 0.17% 87
2025
Q2 		$1.04M Buy
5,714
+9
+0.2% +$1.55K 0.2% 78
2025
Q1 		$906K Buy
5,705
+12
+0.2% +$1.7K 0.18% 84
2024
Q4 		$685K Sell
5,693
-90
-2% -$11.4K 0.14% 103
2024
Q3 		$702K Buy
5,783
+12
+0.2% +$1.39K 0.14% 112
2024
Q2 		$585K Buy
5,771
+14
+0.2% +$1.37K 0.12% 118
2024
Q1 		$527K Buy
5,757
+13
+0.2% +$1.2K 0.11% 129
2023
Q4 		$540K Buy
5,744
+13
+0.2% +$1.2K 0.13% 111
2023
Q3 		$531K Buy
5,731
+109
+2% +$10.5K 0.14% 103
2023
Q2 		$549K Sell
5,622
-25
-0.4% -$2.39K 0.14% 100
2023
Q1 		$549K Buy
5,647
+8
+0.1% +$797 0.14% 99
2022
Q4 		$571K Buy
5,639
+43
+0.8% +$4.06K 0.15% 96
2022
Q3 		$465K Buy
5,596
+8
+0.1% +$763 0.13% 94
2022
Q2 		$552K Buy
5,588
+8
+0.1% +$816 0.15% 85
2022
Q1 		$524K Buy
5,580
+8
+0.1% +$800 0.12% 90
2021
Q4 		$529K Buy
5,572
+7
+0.1% +$654 0.11% 89
2021
Q3 		$527K Buy
5,565
+7
+0.1% +$704 0.12% 88
2021
Q2 		$551K Buy
5,558
+275
+5% +$26.4K 0.13% 89
2021
Q1 		$469K Buy
5,283
+8
+0.2% +$679 0.12% 93
2020
Q4 		$437K Buy
5,275
+209
+4% +$16.3K 0.12% 91
2020
Q3 		$380K Buy
5,066
+9
+0.2% +$694 0.11% 105
2020
Q2 		$354K Buy
5,057
+8
+0.2% +$583 0.11% 103
2020
Q1 		$368K Sell
5,049
-609
-11% -$50.1K 0.15% 74
2019
Q4 		$481K Buy
+5,658
New +$466K 0.17% 66

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

Summit Wealth Partners's PM Position: Q1 2026 in Review

Summit Wealth Partners increased its Philip Morris (PM) stake by 7.3% in Q1 2026, buying an estimated $72.3K and bringing the position to 6,147 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #101.

Summit Wealth Partners first reported a position in PM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.04M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Summit Wealth Partners held 6,147 shares of Philip Morris worth $1.02M as of Q1 2026.
  • Summit Wealth Partners bought 416 Philip Morris shares in Q1 2026, an estimated $72.3K.
  • Philip Morris made up 0.16% of Summit Wealth Partners's portfolio in Q1 2026, its #101 holding.
  • Summit Wealth Partners first reported a position in Philip Morris in Q4 2019 and has held it in 26 quarters since.
  • Summit Wealth Partners's Philip Morris position peaked at $1.04M in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.