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WealthCollab’s Philip Morris PM Stock Holding History

WealthCollab’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 		$22.8K Buy
138
+19
+16% +$3.3K 0.01% 346
2025
Q4 		$19.1K Sell
119
-15
-11% -$2.32K 0.01% 409
2025
Q3 		$21.7K Sell
134
-16
-11% -$2.69K 0.01% 343
2025
Q2 		$27.3K Buy
150
+16
+12% +$2.75K 0.02% 284
2025
Q1 		$21.3K Buy
134
+39
+41% +$5.52K 0.01% 308
2024
Q4 		$11.4K Hold
95
– – 0.01% 416
2024
Q3 		$11.5K Hold
95
– – 0.01% 422
2024
Q2 		$9.63K Sell
95
-20
-17% -$1.96K 0.01% 441
2024
Q1 		$10.5K Sell
115
-115
-50% -$10.6K 0.01% 420
2023
Q4 		$21.6K Buy
+230
New +$21.2K 0.02% 264

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

WealthCollab's PM Position: Q1 2026 in Review

WealthCollab increased its Philip Morris (PM) stake by 16% in Q1 2026, buying an estimated $3.3K and bringing the position to 138 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #346.

WealthCollab first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.3K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • WealthCollab held 138 shares of Philip Morris worth $22.8K as of Q1 2026.
  • WealthCollab bought 19 Philip Morris shares in Q1 2026, an estimated $3.3K.
  • Philip Morris made up 0.01% of WealthCollab's portfolio in Q1 2026, its #346 holding.
  • WealthCollab first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's Philip Morris position peaked at $27.3K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.