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Triad Wealth Partners’s Philip Morris PM Stock Holding History

Triad 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 		$710K Buy
4,295
+368
+9% +$63.9K 0.06% 217
2025
Q4 		$630K Buy
3,927
+1,001
+34% +$155K 0.06% 219
2025
Q3 		$475K Buy
2,926
+191
+7% +$32.1K 0.06% 214
2025
Q2 		$498K Buy
2,735
+540
+25% +$92.7K 0.1% 151
2025
Q1 		$348K Buy
+2,195
New +$311K 0.11% 141
2024
Q3 		– Sell
-1,050
Closed -$106K – 674
2024
Q2 		$106K Buy
+1,050
New +$103K 0.06% 148

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

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

Triad Wealth Partners increased its Philip Morris (PM) stake by 9.4% in Q1 2026, buying an estimated $63.9K and bringing the position to 4,295 shares worth $710K. The position accounts for 0.06% of the portfolio, ranked #217.

Triad Wealth Partners first reported a position in PM in Q2 2024 and has held it in 6 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Triad Wealth Partners held 4,295 shares of Philip Morris worth $710K as of Q1 2026.
  • Triad Wealth Partners bought 368 Philip Morris shares in Q1 2026, an estimated $63.9K.
  • Philip Morris made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #217 holding.
  • Triad Wealth Partners first reported a position in Philip Morris in Q2 2024 and has held it in 6 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.