Wayfinding Financial’s Philip Morris PM Stock Holding History

Wayfinding Financial’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	$329K	Buy	1,974 +160	+9%	+$27.8K	0.14%	99
2025 Q4	$293K	Sell	1,814 -166	-8%	-$25.7K	0.12%	110
2025 Q3	$321K	Sell	1,980 -8	-0.4%	-$1.35K	0.14%	96
2025 Q2	$324K	Buy	1,988 +25	+1%	+$4.29K	0.14%	94
2025 Q1	$314K	Buy	1,963 +9	+0.5%	+$1.27K	0.14%	94
2024 Q4	$235K	Buy	+1,954	New	+$247K	0.13%	116
2024 Q1	–	Sell	-2,127	Closed	-$200K	–	132
2023 Q4	$200K	Sell	2,127 -527	-20%	-$48.6K	0.14%	112
2023 Q3	$246K	Buy	2,654 +201	+8%	+$19.3K	0.19%	93
2023 Q2	$244K	Sell	2,453 -1,099	-31%	-$105K	0.17%	96
2023 Q1	$350K	Buy	+3,552	New	+$354K	0.27%	63

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

Wayfinding Financial's PM Position: Q1 2026 in Review

Wayfinding Financial increased its Philip Morris (PM) stake by 8.8% in Q1 2026, buying an estimated $27.8K and bringing the position to 1,974 shares worth $329K. The position accounts for 0.14% of the portfolio, ranked #99.

Wayfinding Financial first reported a position in PM in Q1 2023 and has held it in 10 quarters since. The position peaked at $350K in Q1 2023. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Wayfinding Financial held 1,974 shares of Philip Morris worth $329K as of Q1 2026.
Wayfinding Financial bought 160 Philip Morris shares in Q1 2026, an estimated $27.8K.
Philip Morris made up 0.14% of Wayfinding Financial's portfolio in Q1 2026, its #99 holding.
Wayfinding Financial first reported a position in Philip Morris in Q1 2023 and has held it in 10 quarters since.
Wayfinding Financial's Philip Morris position peaked at $350K in Q1 2023.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.