Waypoint Wealth Counsel’s Philip Morris PM Stock Holding History

Waypoint Wealth Counsel’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	$221K	Sell	1,339 -334	-20%	-$58K	0.11%	197
2025 Q4	$268K	Sell	1,673 -271	-14%	-$42K	0.1%	207
2025 Q3	$315K	Buy	1,944 +60	+3%	+$10.1K	0.12%	167
2025 Q2	$343K	Buy	1,884 +592	+46%	+$102K	0.17%	94
2025 Q1	$205K	Buy	+1,292	New	+$183K	0.13%	112
2023 Q4	–	Sell	-2,162	Closed	-$200K	–	100
2023 Q3	$200K	Buy	2,162 +14	+0.7%	+$1.35K	0.19%	84
2023 Q2	$210K	Sell	2,148 -41	-2%	-$3.92K	0.19%	82
2023 Q1	$213K	Buy	2,189 +26	+1%	+$2.59K	0.17%	84
2022 Q4	$219K	Buy	+2,163	New	+$204K	0.18%	85

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

Waypoint Wealth Counsel's PM Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Philip Morris (PM) stake by 20% in Q1 2026, selling an estimated $58K and leaving 1,339 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #197.

Waypoint Wealth Counsel first reported a position in PM in Q4 2022 and has held it in 9 quarters since. The position peaked at $343K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Waypoint Wealth Counsel held 1,339 shares of Philip Morris worth $221K as of Q1 2026.
Waypoint Wealth Counsel sold 334 Philip Morris shares in Q1 2026, an estimated $58K.
Philip Morris made up 0.11% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #197 holding.
Waypoint Wealth Counsel first reported a position in Philip Morris in Q4 2022 and has held it in 9 quarters since.
Waypoint Wealth Counsel's Philip Morris position peaked at $343K in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.