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Winnow Wealth’s Philip Morris PM Stock Holding History

Winnow 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 		– Sell
-48
Closed -$7.73K – 443
2025
Q4 		$7.73K Sell
48
-368
-88% -$57K 0.01% 237
2025
Q3 		$67.8K Sell
416
-184
-31% -$31K 0.05% 139
2025
Q2 		$109K Buy
600
+184
+44% +$31.6K 0.08% 65
2025
Q1 		$65.9K Buy
416
+15
+4% +$2.13K 0.06% 128
2024
Q4 		$48.1K Buy
+401
New +$50.6K 0.05% 141

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

Winnow Wealth's PM Position: Q1 2026 in Review

Winnow Wealth sold out of Philip Morris (PM) in Q1 2026, closing a stake of 48 shares — an estimated $7.73K sold.

Winnow Wealth first reported a position in PM in Q4 2024 and held it in 5 quarters. The position peaked at $109K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Winnow Wealth reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 48 Philip Morris shares in Q1 2026, an estimated $7.73K.
  • Winnow Wealth first reported a position in Philip Morris in Q4 2024 and held it in 5 quarters.
  • Winnow Wealth's Philip Morris position peaked at $109K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.