Turtle Creek Wealth Advisors’s Philip Morris PM Stock Holding History

Turtle Creek Wealth Advisors’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	$7.51M	Buy	45,437 +1,621	+4%	+$282K	0.57%	49
2025 Q4	$7.03M	Buy	43,816 +11,602	+36%	+$1.8M	0.55%	50
2025 Q3	$5.23M	Buy	32,214 +4,727	+17%	+$795K	0.47%	59
2025 Q2	$5.01M	Buy	27,487 +11,389	+71%	+$1.96M	0.59%	53
2025 Q1	$2.56M	Buy	+16,098	New	+$2.28M	0.38%	71
2024 Q4	–	Sell	-2,060	Closed	-$250K	–	145
2024 Q3	$250K	Buy	+2,060	New	+$239K	0.05%	155
2024 Q1	–	Sell	-223	Closed	-$21K	–	651
2023 Q4	$21K	Buy	+223	New	+$20.5K	0.01%	404

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

Turtle Creek Wealth Advisors's PM Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Philip Morris (PM) stake by 3.7% in Q1 2026, buying an estimated $282K and bringing the position to 45,437 shares worth $7.51M. The position accounts for 0.57% of the portfolio, ranked #49.

Turtle Creek Wealth Advisors first reported a position in PM in Q4 2023 and has held it in 7 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Turtle Creek Wealth Advisors held 45,437 shares of Philip Morris worth $7.51M as of Q1 2026.
Turtle Creek Wealth Advisors bought 1,621 Philip Morris shares in Q1 2026, an estimated $282K.
Philip Morris made up 0.57% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Turtle Creek Wealth Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 7 quarters since.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.