Aigen Investment Management’s Philip Morris PM Stock Holding History

Aigen Investment 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
2025 Q4	–	Sell	-16,804	Closed	-$2.73M	–	893
2025 Q3	$2.73M	Buy	16,804 +7,851	+88%	+$1.32M	0.42%	37
2025 Q2	$1.63M	Buy	8,953 +7,359	+462%	+$1.26M	0.22%	137
2025 Q1	$253K	Buy	+1,594	New	+$226K	0.04%	556
2024 Q3	–	Sell	-3,101	Closed	-$314K	–	952
2024 Q2	$314K	Buy	+3,101	New	+$303K	0.06%	461
2024 Q1	–	Sell	-8,166	Closed	-$768K	–	938
2023 Q4	$768K	Sell	8,166 -246	-3%	-$22.7K	0.14%	216
2023 Q3	$779K	Buy	+8,412	New	+$810K	0.15%	226
2023 Q2	–	Sell	-9,082	Closed	-$883K	–	924
2023 Q1	$883K	Sell	9,082 -9,219	-50%	-$919K	0.12%	204
2022 Q4	$1.85M	Buy	+18,301	New	+$1.73M	0.26%	110
2022 Q1	–	Sell	-22,522	Closed	-$2.07M	–	962
2021 Q4	$2.07M	Buy	+22,522	New	+$2.11M	0.13%	212
2020 Q4	–	Sell	-47,464	Closed	-$3.56M	–	983
2020 Q3	$3.56M	Buy	+47,464	New	+$3.66M	0.45%	37
2020 Q1	–	Sell	-5,993	Closed	-$510K	–	1498
2019 Q4	$510K	Buy	+5,993	New	+$494K	0.08%	309

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Aigen Investment Management's PM Position: Q4 2025 in Review

Aigen Investment Management sold out of Philip Morris (PM) in Q4 2025, closing a stake of 16,804 shares — an estimated $2.73M sold.

Aigen Investment Management first reported a position in PM in Q4 2019 and held it in 11 quarters. The position peaked at $3.56M in Q3 2020. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Aigen Investment Management reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 16,804 Philip Morris shares in Q4 2025, an estimated $2.73M.
Aigen Investment Management first reported a position in Philip Morris in Q4 2019 and held it in 11 quarters.
Aigen Investment Management's Philip Morris position peaked at $3.56M in Q3 2020.
2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.