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Whalen Wealth Management’s Philip Morris PM Stock Holding History

Whalen Wealth Management’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 		$940K Buy
5,685
+304
+6% +$52.8K 0.5% 50
2025
Q4 		$863K Sell
5,381
-281
-5% -$43.5K 0.46% 58
2025
Q3 		$918K Buy
+5,662
New +$953K 0.54% 45
2025
Q2 		– Sell
-1,517
Closed -$241K – 215
2025
Q1 		$241K Sell
1,517
-1,058
-41% -$150K 0.16% 110
2024
Q4 		$310K Buy
2,575
+1
+0% +$126 0.21% 91
2024
Q3 		$312K Sell
2,574
-664
-21% -$77.1K 0.22% 84
2024
Q2 		$328K Buy
+3,238
New +$317K 0.26% 73

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

Whalen Wealth Management's PM Position: Q1 2026 in Review

Whalen Wealth Management increased its Philip Morris (PM) stake by 5.6% in Q1 2026, buying an estimated $52.8K and bringing the position to 5,685 shares worth $940K. The position accounts for 0.5% of the portfolio, ranked #50.

Whalen Wealth Management first reported a position in PM in Q2 2024 and has held it in 7 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Whalen Wealth Management held 5,685 shares of Philip Morris worth $940K as of Q1 2026.
  • Whalen Wealth Management bought 304 Philip Morris shares in Q1 2026, an estimated $52.8K.
  • Philip Morris made up 0.5% of Whalen Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Whalen Wealth Management first reported a position in Philip Morris in Q2 2024 and has held it in 7 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.