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Tradition Wealth Management’s Philip Morris PM Stock Holding History

Tradition 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 		$878K Buy
5,312
+327
+7% +$56.8K 0.06% 211
2025
Q4 		$800K Buy
4,985
+195
+4% +$30.2K 0.06% 219
2025
Q3 		$777K Buy
4,790
+16
+0.3% +$2.69K 0.06% 219
2025
Q2 		$870K Buy
4,774
+507
+12% +$87.1K 0.07% 196
2025
Q1 		$677K Buy
4,267
+65
+2% +$9.21K 0.06% 208
2024
Q4 		$506K Buy
4,202
+155
+4% +$19.6K 0.04% 241
2024
Q3 		$491K Sell
4,047
-11
-0.3% -$1.28K 0.04% 248
2024
Q2 		$411K Buy
4,058
+326
+9% +$31.9K 0.04% 264
2024
Q1 		$342K Buy
3,732
+10
+0.3% +$922 0.03% 284
2023
Q4 		$350K Buy
3,722
+36
+1% +$3.32K 0.04% 250
2023
Q3 		$341K Sell
3,686
-577
-14% -$55.5K 0.04% 231
2023
Q2 		$416K Buy
4,263
+27
+0.6% +$2.58K 0.05% 201
2023
Q1 		$412K Buy
4,236
+317
+8% +$31.6K 0.05% 203
2022
Q4 		$397K Buy
3,919
+449
+13% +$42.4K 0.06% 190
2022
Q3 		$288K Buy
3,470
+821
+31% +$78.3K 0.04% 211
2022
Q2 		$262K Buy
2,649
+262
+11% +$26.7K 0.04% 235
2022
Q1 		$224K Buy
2,387
+172
+8% +$17.2K 0.03% 280
2021
Q4 		$210K Buy
2,215
+2
+0.1% +$187 0.03% 297
2021
Q3 		$210K Buy
2,213
+2
+0.1% +$201 0.03% 269
2021
Q2 		$219K Buy
2,211
+179
+9% +$17.2K 0.03% 271
2021
Q1 		$180K Buy
2,032
+52
+3% +$4.42K 0.03% 259
2020
Q4 		$164K Buy
+1,980
New +$154K 0.03% 250

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

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

Tradition Wealth Management increased its Philip Morris (PM) stake by 6.6% in Q1 2026, buying an estimated $56.8K and bringing the position to 5,312 shares worth $878K. The position accounts for 0.06% of the portfolio, ranked #211.

Tradition Wealth Management first reported a position in PM in Q4 2020 and has held it in 22 quarters since. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Tradition Wealth Management held 5,312 shares of Philip Morris worth $878K as of Q1 2026.
  • Tradition Wealth Management bought 327 Philip Morris shares in Q1 2026, an estimated $56.8K.
  • Philip Morris made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #211 holding.
  • Tradition Wealth Management first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.