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WBI Investments’s Philip Morris PM Stock Holding History

WBI Investments’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 		$654K Buy
+3,954
New +$687K 0.18% 155
2025
Q3 		– Sell
-6,212
Closed -$1.13M – 354
2025
Q2 		$1.13M Buy
+6,212
New +$1.07M 0.29% 96
2025
Q1 		– Sell
-14,144
Closed -$1.7M – 285
2024
Q4 		$1.7M Buy
14,144
+6,368
+82% +$803K 0.43% 75
2024
Q3 		$944K Sell
7,776
-738
-9% -$85.7K 0.23% 106
2024
Q2 		$863K Sell
8,514
-8,293
-49% -$811K 0.21% 102
2024
Q1 		$1.54M Sell
16,807
-908
-5% -$83.7K 0.32% 82
2023
Q4 		$1.67M Buy
+17,715
New +$1.63M 0.33% 78
2023
Q3 		– Sell
-2,473
Closed -$241K – 227
2023
Q2 		$241K Buy
+2,473
New +$236K 0.04% 181
2022
Q3 		– Sell
-31,253
Closed -$3.08M – 137
2022
Q2 		$3.08M Buy
31,253
+1,951
+7% +$199K 0.67% 37
2022
Q1 		$2.75M Sell
29,302
-9,965
-25% -$997K 0.45% 60
2021
Q4 		$3.73M Buy
39,267
+18
+0% +$1.68K 0.6% 42
2021
Q3 		$3.57M Sell
39,249
-33,238
-46% -$3.34M 0.6% 39
2021
Q2 		$7.18M Buy
72,487
+14,252
+24% +$1.37M 1.1% 20
2021
Q1 		$5.17M Buy
58,235
+14,352
+33% +$1.22M 0.81% 20
2020
Q4 		$3.63M Buy
43,883
+3,857
+10% +$300K 0.55% 42
2020
Q3 		$3M Buy
40,026
+17,149
+75% +$1.32M 0.46% 52
2020
Q2 		$1.6M Buy
+22,877
New +$1.67M 0.26% 51
2020
Q1 		– Sell
-52,725
Closed -$4.49M – 177
2019
Q4 		$4.49M Buy
+52,725
New +$4.35M 0.48% 44
2019
Q2 		– Sell
-73,354
Closed -$6.48M – 279
2019
Q1 		$6.48M Buy
+73,354
New +$5.91M 0.5% 45
2018
Q4 		– Sell
-121,764
Closed -$9.93M – 203
2018
Q3 		$9.93M Buy
+121,764
New +$10M 0.54% 35

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

WBI Investments's PM Position: Q1 2026 in Review

WBI Investments opened a new position in Philip Morris (PM) in Q1 2026: 3,954 shares worth $654K. The stake represents 0.18% of the portfolio and ranks #155 among its holdings. This is a return to the name: WBI Investments previously reported a position in PM as recently as Q2 2025.

WBI Investments first reported a position in PM in Q3 2018 and has held it in 20 quarters since. The position peaked at $9.93M in Q3 2018. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • WBI Investments held 3,954 shares of Philip Morris worth $654K as of Q1 2026.
  • Philip Morris was a new WBI Investments position in Q1 2026.
  • Philip Morris made up 0.18% of WBI Investments's portfolio in Q1 2026, its #155 holding.
  • WBI Investments first reported a position in Philip Morris in Q3 2018 and has held it in 20 quarters since.
  • WBI Investments's Philip Morris position peaked at $9.93M in Q3 2018.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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