Westshore Wealth’s Philip Morris PM Stock Holding History

Westshore Wealth’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	$688K	Buy	4,159 +220	+6%	+$38.2K	0.24%	40
2025 Q4	$632K	Hold	3,939	–	–	0.21%	41
2025 Q3	$639K	Hold	3,939	–	–	0.22%	40
2025 Q2	$717K	Hold	3,939	–	–	0.28%	35
2025 Q1	$625K	Sell	3,939 -328	-8%	-$46.5K	0.26%	30
2024 Q4	$513K	Hold	4,267	–	–	0.21%	36
2024 Q3	$518K	Hold	4,267	–	–	0.21%	36
2024 Q2	$432K	Hold	4,267	–	–	0.18%	40
2024 Q1	$391K	Hold	4,267	–	–	0.16%	49
2023 Q4	$401K	Sell	4,267 -39	-0.9%	-$3.59K	0.19%	43
2023 Q3	$399K	Buy	4,306 +39	+0.9%	+$3.75K	0.22%	36
2023 Q2	$417K	Sell	4,267 -20	-0.5%	-$1.91K	0.21%	40
2023 Q1	$417K	Buy	4,287 +20	+0.5%	+$1.99K	0.22%	52
2022 Q4	$432K	Hold	4,267	–	–	0.25%	48
2022 Q3	$354K	Sell	4,267 -2,925	-41%	-$279K	0.24%	45
2022 Q2	$710K	Buy	7,192 +2,604	+57%	+$265K	0.46%	27
2022 Q1	$431K	Sell	4,588 -418	-8%	-$41.8K	0.29%	44
2021 Q4	$476K	Buy	5,006 +152	+3%	+$14.2K	0.33%	41
2021 Q3	$460K	Sell	4,854 -4,241	-47%	-$427K	0.37%	38
2021 Q2	$901K	Buy	9,095 +4	+0%	+$384	0.46%	39
2021 Q1	$807K	Buy	+9,091	New	+$772K	0.46%	36
2019 Q4	$419K	Buy	+4,924	New	+$406K	0.46%	46

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

Westshore Wealth's PM Position: Q1 2026 in Review

Westshore Wealth increased its Philip Morris (PM) stake by 5.6% in Q1 2026, buying an estimated $38.2K and bringing the position to 4,159 shares worth $688K. The position accounts for 0.24% of the portfolio, ranked #40.

Westshore Wealth first reported a position in PM in Q4 2019 and has held it in 22 quarters since. The position peaked at $901K in Q2 2021. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Westshore Wealth held 4,159 shares of Philip Morris worth $688K as of Q1 2026.
Westshore Wealth bought 220 Philip Morris shares in Q1 2026, an estimated $38.2K.
Philip Morris made up 0.24% of Westshore Wealth's portfolio in Q1 2026, its #40 holding.
Westshore Wealth first reported a position in Philip Morris in Q4 2019 and has held it in 22 quarters since.
Westshore Wealth's Philip Morris position peaked at $901K in Q2 2021.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.