Weaver Consulting Group’s Philip Morris PM Stock Holding History

Weaver Consulting 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	$228K	Sell	1,380 -24	-2%	-$4.17K	0.05%	256
2025 Q4	$225K	Buy	1,404 +15	+1%	+$2.32K	0.06%	249
2025 Q3	$225K	Buy	1,389 +39	+3%	+$6.56K	0.06%	239
2025 Q2	$246K	Buy	1,350 +28	+2%	+$4.81K	0.07%	209
2025 Q1	$210K	Buy	+1,322	New	+$187K	0.06%	213
2024 Q4	–	Sell	-1,707	Closed	-$207K	–	228
2024 Q3	$207K	Buy	+1,707	New	+$198K	0.07%	209
2020 Q4	–	Sell	-521	Closed	-$39K	–	687
2020 Q3	$39K	Sell	521 -100	-16%	-$7.71K	0.02%	292
2020 Q2	$44K	Buy	621 +91	+17%	+$6.63K	0.03%	272
2020 Q1	$39K	Sell	530 -185	-26%	-$15.2K	0.03%	247
2019 Q4	$54K	Hold	715	–	–	0.03%	227
2019 Q3	$62K	Hold	715	–	–	0.03%	208
2019 Q2	$56K	Hold	715	–	–	0.03%	212
2019 Q1	$55K	Buy	+715	New	+$57.6K	0.02%	457

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

Weaver Consulting Group's PM Position: Q1 2026 in Review

Weaver Consulting Group reduced its Philip Morris (PM) stake by 1.7% in Q1 2026, selling an estimated $4.17K and leaving 1,380 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #256.

Weaver Consulting Group first reported a position in PM in Q1 2019 and has held it in 13 quarters since. The position peaked at $246K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Weaver Consulting Group held 1,380 shares of Philip Morris worth $228K as of Q1 2026.
Weaver Consulting Group sold 24 Philip Morris shares in Q1 2026, an estimated $4.17K.
Philip Morris made up 0.05% of Weaver Consulting Group's portfolio in Q1 2026, its #256 holding.
Weaver Consulting Group first reported a position in Philip Morris in Q1 2019 and has held it in 13 quarters since.
Weaver Consulting Group's Philip Morris position peaked at $246K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.