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Valley Wealth Managers’s Philip Morris PM Stock Holding History

Valley Wealth Managers’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 		$86.8K Sell
525
-136
-21% -$23.6K 0.01% 190
2025
Q4 		$106K Hold
661
– – 0.01% 187
2025
Q3 		$107K Buy
+661
New +$111K 0.01% 181
2025
Q2 		– Sell
-223
Closed -$35.4K – 359
2025
Q1 		$35.4K Hold
223
– – ﹤0.01% 220
2024
Q4 		$26.8K Hold
223
– – ﹤0.01% 247
2024
Q3 		$27.1K Buy
223
+183
+458% +$21.3K ﹤0.01% 248
2024
Q2 		$4.05K Buy
+40
New +$3.91K ﹤0.01% 312
2023
Q1 		– Sell
-500
Closed -$50.6K – 379
2022
Q4 		$50.6K Sell
500
-546
-52% -$51.5K ﹤0.01% 226
2022
Q3 		$87K Sell
1,046
-100
-9% -$9.54K 0.01% 212
2022
Q2 		$113K Sell
1,146
-1,366
-54% -$139K 0.01% 216
2022
Q1 		$236K Sell
2,512
-914
-27% -$91.4K 0.02% 176
2021
Q4 		$325K Sell
3,426
-50
-1% -$4.67K 0.03% 162
2021
Q3 		$329K Sell
3,476
-224
-6% -$22.5K 0.03% 151
2021
Q2 		$366K Sell
3,700
-125
-3% -$12K 0.03% 144
2021
Q1 		$340K Buy
3,825
+798
+26% +$67.8K 0.03% 142
2020
Q4 		$251K Sell
3,027
-311
-9% -$24.2K 0.02% 145
2020
Q3 		$250K Sell
3,338
-2,473
-43% -$191K 0.03% 146
2020
Q2 		$407K Sell
5,811
-100
-2% -$7.29K 0.05% 131
2020
Q1 		$431K Sell
5,911
-450
-7% -$37K 0.06% 118
2019
Q4 		$541K Sell
6,361
-400
-6% -$33K 0.05% 131
2019
Q3 		$513K Sell
6,761
-98
-1% -$7.77K 0.05% 138
2019
Q2 		$539K Sell
6,859
-437
-6% -$36.1K 0.06% 135
2019
Q1 		$645K Sell
7,296
-325
-4% -$26.2K 0.07% 134
2018
Q4 		$509K Buy
+7,621
New +$637K 0.07% 118
2018
Q1 		– Sell
-107,235
Closed -$11.3M – 124
2017
Q4 		$11.3M Buy
107,235
+5,738
+6% +$611K 1.36% 40
2017
Q3 		$11.3M Sell
101,497
-2,665
-3% -$310K 1.42% 42
2017
Q2 		$12.2M Sell
104,162
-6,671
-6% -$773K 1.64% 41
2017
Q1 		$12.5M Sell
110,833
-9,438
-8% -$974K 1.66% 39
2016
Q4 		$11M Buy
120,271
+3,330
+3% +$309K 1.57% 41
2016
Q3 		$11.4M Sell
116,941
-1,625
-1% -$163K 1.67% 36
2016
Q2 		$12.1M Buy
118,566
+4,158
+4% +$415K 1.84% 35
2016
Q1 		$11.2M Sell
114,408
-4,860
-4% -$446K 1.9% 35
2015
Q4 		$10.5M Sell
119,268
-503
-0.4% -$43.7K 1.88% 33
2015
Q3 		$9.5M Buy
119,771
+5,184
+5% +$427K 1.73% 40
2015
Q2 		$9.19M Buy
114,587
+3,785
+3% +$311K 1.6% 41
2015
Q1 		$8.35M Buy
110,802
+3,130
+3% +$254K 1.44% 41
2014
Q4 		$8.77M Buy
107,672
+4,270
+4% +$367K 1.57% 38
2014
Q3 		$8.62M Buy
103,402
+3,255
+3% +$275K 1.65% 39
2014
Q2 		$8.44M Buy
100,147
+1,950
+2% +$168K 1.6% 40
2014
Q1 		$8.04M Buy
98,197
+4,018
+4% +$325K 1.61% 39
2013
Q4 		$8.21M Buy
94,179
+495
+0.5% +$43.2K 1.69% 38
2013
Q3 		$8.11M Buy
93,684
+4,782
+5% +$418K 1.77% 39
2013
Q2 		$7.7M Buy
+88,902
New +$8.26M 1.75% 38

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

Valley Wealth Managers's PM Position: Q1 2026 in Review

Valley Wealth Managers reduced its Philip Morris (PM) stake by 21% in Q1 2026, selling an estimated $23.6K and leaving 525 shares worth $86.8K. The position accounts for 0.01% of the portfolio, ranked #190.

Valley Wealth Managers first reported a position in PM in Q2 2013 and has held it in 43 quarters since. The position peaked at $12.5M in Q1 2017. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Valley Wealth Managers held 525 shares of Philip Morris worth $86.8K as of Q1 2026.
  • Valley Wealth Managers sold 136 Philip Morris shares in Q1 2026, an estimated $23.6K.
  • Philip Morris made up 0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #190 holding.
  • Valley Wealth Managers first reported a position in Philip Morris in Q2 2013 and has held it in 43 quarters since.
  • Valley Wealth Managers's Philip Morris position peaked at $12.5M in Q1 2017.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.