AFT Forsyth & Company’s Philip Morris PM Stock Holding History

AFT Forsyth & Company’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 Q2	–	Sell	-1,700	Closed	-$281K	–	118
2026 Q1	$281K	Hold	1,700	–	–	0.13%	107
2025 Q4	$273K	Hold	1,700	–	–	0.12%	109
2025 Q3	$276K	Hold	1,700	–	–	0.13%	98
2025 Q2	$310K	Hold	1,700	–	–	0.16%	91
2025 Q1	$270K	Hold	1,700	–	–	0.15%	109
2024 Q4	$205K	Hold	1,700	–	–	0.1%	125
2024 Q3	$206K	Buy	+1,700	New	+$198K	0.1%	130
2018 Q2	–	Sell	-2,383	Closed	-$237K	–	143
2018 Q1	$237K	Sell	2,383 -150	-6%	-$15.6K	0.22%	120
2017 Q4	$268K	Buy	+2,533	New	+$270K	0.26%	115
2013 Q3	$181K	Hold	2,093	–	–	0.23%	108
2013 Q2	$181K	Buy	+2,093	New	+$194K	0.26%	95

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AFT Forsyth & Company's PM Position: Q2 2026 in Review

AFT Forsyth & Company sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,700 shares — an estimated $281K sold.

AFT Forsyth & Company first reported a position in PM in Q2 2013 and held it in 11 quarters. The position peaked at $310K in Q2 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

AFT Forsyth & Company reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
AFT Forsyth & Company sold 1,700 Philip Morris shares in Q2 2026, an estimated $281K.
AFT Forsyth & Company first reported a position in Philip Morris in Q2 2013 and held it in 11 quarters.
AFT Forsyth & Company's Philip Morris position peaked at $310K in Q2 2025.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.