TritonPoint Wealth’s Philip Morris PM Stock Holding History

TritonPoint Wealth’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	$524K	Sell	3,139 -37	-1%	-$6.43K	0.06%	166
2025 Q4	$514K	Sell	3,176 -993	-24%	-$154K	0.05%	171
2025 Q3	$676K	Buy	4,169 +62	+2%	+$10.4K	0.06%	190
2025 Q2	$754K	Buy	4,107 +1,012	+33%	+$174K	0.07%	178
2025 Q1	$495K	Buy	3,095 +294	+10%	+$41.6K	0.05%	215
2024 Q4	$341K	Buy	2,801 +765	+38%	+$96.5K	0.03%	255
2024 Q3	$248K	Buy	+2,036	New	+$237K	0.02%	299
2024 Q1	–	Sell	-2,343	Closed	-$223K	–	318
2023 Q4	$223K	Buy	+2,343	New	+$216K	0.02%	313

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TritonPoint Wealth's PM Position: Q1 2026 in Review

TritonPoint Wealth reduced its Philip Morris (PM) stake by 1.2% in Q1 2026, selling an estimated $6.43K and leaving 3,139 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #166.

TritonPoint Wealth first reported a position in PM in Q4 2023 and has held it in 8 quarters since. The position peaked at $754K in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

TritonPoint Wealth held 3,139 shares of Philip Morris worth $524K as of Q1 2026.
TritonPoint Wealth sold 37 Philip Morris shares in Q1 2026, an estimated $6.43K.
Philip Morris made up 0.06% of TritonPoint Wealth's portfolio in Q1 2026, its #166 holding.
TritonPoint Wealth first reported a position in Philip Morris in Q4 2023 and has held it in 8 quarters since.
TritonPoint Wealth's Philip Morris position peaked at $754K in Q2 2025.
2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.