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 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 $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

AFT Forsyth & Company's PM Position: Q1 2026 in Review

AFT Forsyth & Company held its Philip Morris (PM) position steady in Q1 2026 at 1,700 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #107.

AFT Forsyth & Company first reported a position in PM in Q2 2013 and has held it in 11 quarters since. The position peaked at $310K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

AFT Forsyth & Company held 1,700 shares of Philip Morris worth $281K as of Q1 2026.
AFT Forsyth & Company left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.13% of AFT Forsyth & Company's portfolio in Q1 2026, its #107 holding.
AFT Forsyth & Company first reported a position in Philip Morris in Q2 2013 and has held it in 11 quarters since.
AFT Forsyth & Company's Philip Morris position peaked at $310K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.