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Xcel Wealth Management’s Philip Morris PM Stock Holding History

Xcel 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 		$581K Buy
3,517
+276
+9% +$48K 0.16% 97
2025
Q4 		$520K Sell
3,241
-200
-6% -$31K 0.13% 98
2025
Q3 		$558K Hold
3,441
– – 0.15% 93
2025
Q2 		$627K Buy
3,441
+409
+13% +$70.2K 0.18% 85
2025
Q1 		$481K Hold
3,032
– – 0.15% 94
2024
Q4 		$365K Hold
3,032
– – 0.1% 101
2024
Q3 		$368K Hold
3,032
– – 0.11% 95
2024
Q2 		$307K Sell
3,032
-20
-0.7% -$1.96K 0.1% 101
2024
Q1 		$280K Buy
3,052
+32
+1% +$2.95K 0.09% 106
2023
Q4 		$284K Sell
3,020
-30
-1% -$2.76K 0.1% 97
2023
Q3 		$282K Sell
3,050
-380
-11% -$36.6K 0.11% 95
2023
Q2 		$335K Hold
3,430
– – 0.11% 108
2023
Q1 		$334K Hold
3,430
– – 0.12% 108
2022
Q4 		$347K Hold
3,430
– – 0.14% 100
2022
Q3 		$285K Buy
3,430
+200
+6% +$19.1K 0.11% 107
2022
Q2 		$319K Buy
3,230
+1
+0% +$102 0.12% 101
2022
Q1 		$303K Hold
3,229
– – 0.08% 122
2021
Q4 		$307K Buy
3,229
+29
+0.9% +$2.71K 0.08% 125
2021
Q3 		$303K Hold
3,200
– – 0.09% 121
2021
Q2 		$317K Hold
3,200
– – 0.1% 117
2021
Q1 		$284K Buy
3,200
+105
+3% +$8.92K 0.1% 114
2020
Q4 		$256K Buy
3,095
+95
+3% +$7.4K 0.11% 109
2020
Q3 		$224K Sell
3,000
-1,438
-32% -$111K 0.12% 99
2020
Q2 		$310K Buy
4,438
+1,438
+48% +$105K 0.19% 80
2020
Q1 		$218K Hold
3,000
– – 0.2% 74
2019
Q4 		$255K Hold
3,000
– – 0.21% 67
2019
Q3 		$227K Hold
3,000
– – 0.21% 69
2019
Q2 		$235K Hold
3,000
– – 0.23% 71
2019
Q1 		$265K Hold
3,000
– – 0.27% 68
2018
Q4 		$200K Buy
+3,000
New +$251K 0.24% 61

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

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

Xcel Wealth Management increased its Philip Morris (PM) stake by 8.5% in Q1 2026, buying an estimated $48K and bringing the position to 3,517 shares worth $581K. The position accounts for 0.16% of the portfolio, ranked #97.

Xcel Wealth Management first reported a position in PM in Q4 2018 and has held it in 30 quarters since. The position peaked at $627K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Xcel Wealth Management held 3,517 shares of Philip Morris worth $581K as of Q1 2026.
  • Xcel Wealth Management bought 276 Philip Morris shares in Q1 2026, an estimated $48K.
  • Philip Morris made up 0.16% of Xcel Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Xcel Wealth Management first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
  • Xcel Wealth Management's Philip Morris position peaked at $627K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.