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Williams Jones Wealth Management’s Philip Morris PM Stock Holding History

Williams Jones 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 		$6.71M Buy
40,580
+675
+2% +$117K 0.08% 118
2025
Q4 		$6.4M Buy
39,905
+466
+1% +$72.2K 0.07% 121
2025
Q3 		$6.4M Sell
39,439
-150
-0.4% -$25.2K 0.07% 122
2025
Q2 		$7.21M Sell
39,589
-343
-0.9% -$58.9K 0.09% 116
2025
Q1 		$6.34M Sell
39,932
-251
-0.6% -$35.6K 0.08% 123
2024
Q4 		$4.84M Sell
40,183
-2,606
-6% -$329K 0.06% 138
2024
Q3 		$5.19M Sell
42,789
-1,277
-3% -$148K 0.06% 136
2024
Q2 		$4.47M Sell
44,066
-444
-1% -$43.4K 0.06% 138
2024
Q1 		$4.08M Sell
44,510
-3,886
-8% -$358K 0.05% 139
2023
Q4 		$4.55M Sell
48,396
-7,787
-14% -$717K 0.06% 132
2023
Q3 		$5.2M Buy
56,183
+136
+0.2% +$13.1K 0.08% 127
2023
Q2 		$5.47M Sell
56,047
-1,538
-3% -$147K 0.08% 131
2023
Q1 		$5.6M Sell
57,585
-184
-0.3% -$18.3K 0.09% 130
2022
Q4 		$5.85M Sell
57,769
-3,453
-6% -$326K 0.1% 131
2022
Q3 		$5.08M Buy
61,222
+10,097
+20% +$963K 0.09% 135
2022
Q2 		$5.05M Buy
51,125
+35,579
+229% +$3.63M 0.08% 146
2022
Q1 		$1.46M Buy
15,546
+821
+6% +$82.1K 0.02% 223
2021
Q4 		$1.4M Buy
14,725
+575
+4% +$53.7K 0.02% 234
2021
Q3 		$1.34M Buy
14,150
+1,605
+13% +$161K 0.02% 225
2021
Q2 		$1.24M Buy
12,545
+2,033
+19% +$195K 0.02% 230
2021
Q1 		$933K Sell
10,512
-1,702
-14% -$145K 0.01% 251
2020
Q4 		$1.01M Sell
12,214
-58
-0.5% -$4.51K 0.02% 225
2020
Q3 		$920K Buy
12,272
+1,958
+19% +$151K 0.02% 206
2020
Q2 		$723K Sell
10,314
-241
-2% -$17.6K 0.01% 225
2020
Q1 		$770K Buy
10,555
+337
+3% +$27.7K 0.02% 191
2019
Q4 		$869K Sell
10,218
-600
-6% -$49.5K 0.02% 218
2019
Q3 		$821K Buy
+10,818
New +$857K 0.02% 217

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

Williams Jones Wealth Management's PM Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Philip Morris (PM) stake by 1.7% in Q1 2026, buying an estimated $117K and bringing the position to 40,580 shares worth $6.71M. The position accounts for 0.08% of the portfolio, ranked #118.

Williams Jones Wealth Management first reported a position in PM in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.21M in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Williams Jones Wealth Management held 40,580 shares of Philip Morris worth $6.71M as of Q1 2026.
  • Williams Jones Wealth Management bought 675 Philip Morris shares in Q1 2026, an estimated $117K.
  • Philip Morris made up 0.08% of Williams Jones Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Williams Jones Wealth Management first reported a position in Philip Morris in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Philip Morris position peaked at $7.21M in Q2 2025.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.