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Wealth Dimensions Group’s Philip Morris PM Stock Holding History

Wealth Dimensions Group’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 		$699K Buy
4,230
+167
+4% +$29K 0.14% 79
2025
Q4 		$652K Sell
4,063
-11
-0.3% -$1.7K 0.13% 83
2025
Q3 		$661K Sell
4,074
-35
-0.9% -$5.89K 0.14% 86
2025
Q2 		$748K Sell
4,109
-80
-2% -$13.7K 0.16% 75
2025
Q1 		$665K Sell
4,189
-30
-0.7% -$4.25K 0.16% 77
2024
Q4 		$508K Sell
4,219
-5
-0.1% -$631 0.12% 89
2024
Q3 		$513K Hold
4,224
– – 0.13% 83
2024
Q2 		$428K Sell
4,224
-887
-17% -$86.7K 0.12% 89
2024
Q1 		$468K Sell
5,111
-32
-0.6% -$2.95K 0.14% 85
2023
Q4 		$484K Sell
5,143
-190
-4% -$17.5K 0.15% 76
2023
Q3 		$494K Sell
5,333
-244
-4% -$23.5K 0.18% 76
2023
Q2 		$544K Sell
5,577
-65
-1% -$6.21K 0.2% 75
2023
Q1 		$549K Sell
5,642
-290
-5% -$28.9K 0.21% 67
2022
Q4 		$600K Buy
5,932
+1,108
+23% +$105K 0.25% 53
2022
Q3 		$400K Buy
4,824
+10
+0.2% +$954 0.2% 73
2022
Q2 		$475K Sell
4,814
-71
-1% -$7.24K 0.23% 66
2022
Q1 		$459K Buy
4,885
+89
+2% +$8.9K 0.21% 83
2021
Q4 		$456K Buy
4,796
+9
+0.2% +$841 0.22% 83
2021
Q3 		$454K Hold
4,787
– – 0.29% 75
2021
Q2 		$474K Buy
4,787
+201
+4% +$19.3K 0.32% 67
2021
Q1 		$407K Buy
4,586
+112
+3% +$9.51K 0.32% 73
2020
Q4 		$370K Buy
+4,474
New +$348K 0.32% 66

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

Wealth Dimensions Group's PM Position: Q1 2026 in Review

Wealth Dimensions Group increased its Philip Morris (PM) stake by 4.1% in Q1 2026, buying an estimated $29K and bringing the position to 4,230 shares worth $699K. The position accounts for 0.14% of the portfolio, ranked #79.

Wealth Dimensions Group first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $748K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Wealth Dimensions Group held 4,230 shares of Philip Morris worth $699K as of Q1 2026.
  • Wealth Dimensions Group bought 167 Philip Morris shares in Q1 2026, an estimated $29K.
  • Philip Morris made up 0.14% of Wealth Dimensions Group's portfolio in Q1 2026, its #79 holding.
  • Wealth Dimensions Group first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Philip Morris position peaked at $748K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.