Walled Lake Planning & Wealth Management’s Philip Morris PM Stock Holding History

Walled Lake Planning & Wealth Management’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	$210K	Buy	1,268 +1	+0.1%	+$174	0.06%	127
2025 Q4	$203K	Buy	1,267 +2	+0.2%	+$310	0.06%	130
2025 Q3	$205K	Buy	1,265 +1	+0.1%	+$168	0.07%	134
2025 Q2	$230K	Buy	1,264 +1	+0.1%	+$172	0.08%	122
2025 Q1	$200K	Buy	+1,263	New	+$179K	0.07%	130
2021 Q4	–	Sell	-115	Closed	-$11K	–	262
2021 Q3	$11K	Buy	115 +1	+0.9%	+$101	0.01%	253
2021 Q2	$11K	Buy	114 +2	+2%	+$192	0.01%	236
2021 Q1	$10K	Buy	112 +1	+0.9%	+$85	0.01%	235
2020 Q4	$9K	Buy	111 +2	+2%	+$156	0.01%	218
2020 Q3	$8K	Buy	109 +2	+2%	+$154	0.01%	232
2020 Q2	$8K	Buy	107 +1	+0.9%	+$73	0.01%	222
2020 Q1	$8K	Buy	106 +2	+2%	+$165	0.01%	202
2019 Q4	$9K	Buy	+104	New	+$8.57K	0.01%	208

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

Walled Lake Planning & Wealth Management's PM Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management increased its Philip Morris (PM) stake by 0.08% in Q1 2026, buying an estimated $174 and bringing the position to 1,268 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #127.

Walled Lake Planning & Wealth Management first reported a position in PM in Q4 2019 and has held it in 13 quarters since. The position peaked at $230K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Walled Lake Planning & Wealth Management held 1,268 shares of Philip Morris worth $210K as of Q1 2026.
Walled Lake Planning & Wealth Management bought 1 Philip Morris share in Q1 2026, an estimated $174.
Philip Morris made up 0.06% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #127 holding.
Walled Lake Planning & Wealth Management first reported a position in Philip Morris in Q4 2019 and has held it in 13 quarters since.
Walled Lake Planning & Wealth Management's Philip Morris position peaked at $230K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.