ViaWealth’s Philip Morris PM Stock Holding History

ViaWealth’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	$754K	Buy	4,561 +29	+0.6%	+$5.04K	0.42%	69
2025 Q4	$727K	Sell	4,532 -348	-7%	-$53.9K	0.41%	75
2025 Q3	$792K	Sell	4,880 -129	-3%	-$21.7K	0.43%	69
2025 Q2	$912K	Sell	5,009 -1,840	-27%	-$316K	0.54%	55
2025 Q1	$1.09M	Sell	6,849 -714	-9%	-$101K	0.67%	40
2024 Q4	$910K	Sell	7,563 -701	-8%	-$88.4K	0.55%	53
2024 Q3	$1M	Hold	8,264	–	–	0.58%	52
2024 Q2	$837K	Hold	8,264	–	–	0.52%	63
2024 Q1	$757K	Sell	8,264 -570	-6%	-$52.6K	0.47%	70
2023 Q4	$831K	Hold	8,834	–	–	0.57%	55
2023 Q3	$818K	Hold	8,834	–	–	0.6%	52
2023 Q2	$862K	Hold	8,834	–	–	0.64%	44
2023 Q1	$859K	Hold	8,834	–	–	0.68%	44
2022 Q4	$904K	Buy	+8,834	New	+$834K	0.74%	36

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

ViaWealth's PM Position: Q1 2026 in Review

ViaWealth increased its Philip Morris (PM) stake by 0.64% in Q1 2026, buying an estimated $5.04K and bringing the position to 4,561 shares worth $754K. The position accounts for 0.42% of the portfolio, ranked #69.

ViaWealth first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q1 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

ViaWealth held 4,561 shares of Philip Morris worth $754K as of Q1 2026.
ViaWealth bought 29 Philip Morris shares in Q1 2026, an estimated $5.04K.
Philip Morris made up 0.42% of ViaWealth's portfolio in Q1 2026, its #69 holding.
ViaWealth first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Philip Morris position peaked at $1.09M in Q1 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.