White Lighthouse Investment Management’s Philip Morris PM Stock Holding History

White Lighthouse Investment 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	$1.85M	Sell	11,182 -147	-1%	-$25.5K	0.26%	52
2025 Q4	$1.82M	Buy	11,329 +850	+8%	+$132K	0.25%	52
2025 Q3	$1.7M	Hold	10,479	–	–	0.26%	51
2025 Q2	$1.91M	Hold	10,479	–	–	0.31%	47
2025 Q1	$1.66M	Sell	10,479 -1,520	-13%	-$215K	0.3%	48
2024 Q4	$1.44M	Hold	11,999	–	–	0.25%	57
2024 Q3	$1.46M	Buy	11,999 +4,999	+71%	+$581K	0.26%	59
2024 Q2	$709K	Sell	7,000 -1,600	-19%	-$156K	0.14%	74
2024 Q1	$788K	Hold	8,600	–	–	0.16%	71
2023 Q4	$809K	Hold	8,600	–	–	0.18%	70
2023 Q3	$796K	Hold	8,600	–	–	0.19%	69
2023 Q2	$840K	Hold	8,600	–	–	0.2%	65
2023 Q1	$836K	Hold	8,600	–	–	0.21%	65
2022 Q4	$870K	Hold	8,600	–	–	0.24%	64
2022 Q3	$714K	Hold	8,600	–	–	0.21%	64
2022 Q2	$849K	Sell	8,600 -5	-0.1%	-$510	0.24%	61
2022 Q1	$808K	Hold	8,605	–	–	0.21%	64
2021 Q4	$817K	Buy	8,605 +5	+0.1%	+$467	0.2%	65
2021 Q3	$815K	Hold	8,600	–	–	0.22%	63
2021 Q2	$852K	Hold	8,600	–	–	0.23%	62
2021 Q1	$763K	Sell	8,600 -750	-8%	-$63.7K	0.23%	66
2020 Q4	$774K	Hold	9,350	–	–	0.25%	66
2020 Q3	$701K	Sell	9,350 -328	-3%	-$25.3K	0.24%	67
2020 Q2	$678K	Buy	9,678 +328	+4%	+$23.9K	0.25%	65
2020 Q1	$682K	Hold	9,350	–	–	0.29%	62
2019 Q4	$796K	Hold	9,350	–	–	0.29%	61
2019 Q3	$710K	Buy	9,350 +550	+6%	+$43.6K	0.29%	65
2019 Q2	$691K	Sell	8,800 -1,155	-12%	-$95.4K	0.29%	64
2019 Q1	$880K	Sell	9,955 -1,530	-13%	-$123K	0.4%	53
2018 Q4	$767K	Buy	11,485 +2,200	+24%	+$184K	0.42%	58
2018 Q3	$757K	Buy	9,285 +3,800	+69%	+$312K	0.39%	60
2018 Q2	$443K	Sell	5,485 -147	-3%	-$12.5K	0.24%	72
2018 Q1	$560K	Buy	5,632 +147	+3%	+$15.3K	0.32%	69
2017 Q4	$579K	Buy	+5,485	New	+$584K	0.33%	67

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

White Lighthouse Investment Management's PM Position: Q1 2026 in Review

White Lighthouse Investment Management reduced its Philip Morris (PM) stake by 1.3% in Q1 2026, selling an estimated $25.5K and leaving 11,182 shares worth $1.85M. The position accounts for 0.26% of the portfolio, ranked #52.

White Lighthouse Investment Management first reported a position in PM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.91M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

White Lighthouse Investment Management held 11,182 shares of Philip Morris worth $1.85M as of Q1 2026.
White Lighthouse Investment Management sold 147 Philip Morris shares in Q1 2026, an estimated $25.5K.
Philip Morris made up 0.26% of White Lighthouse Investment Management's portfolio in Q1 2026, its #52 holding.
White Lighthouse Investment Management first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
White Lighthouse Investment Management's Philip Morris position peaked at $1.91M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.