Almanack Investment Partners’s Philip Morris PM Stock Holding History

Almanack Investment Partners’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	$684K	Buy	+3,783	New	+$656K	0.09%	131
2025 Q3	–	Sell	-4,897	Closed	-$892K	–	228
2025 Q2	$892K	Buy	4,897 +3,413	+230%	+$586K	0.14%	87
2025 Q1	$236K	Buy	+1,484	New	+$210K	0.05%	136
2023 Q1	–	Sell	-2,020	Closed	-$204K	–	175
2022 Q4	$204K	Buy	+2,020	New	+$191K	0.04%	159
2022 Q3	–	Sell	-2,299	Closed	-$230K	–	877
2022 Q2	$230K	Buy	2,299 +21	+0.9%	+$2.14K	0.02%	378
2022 Q1	$217K	Buy	2,278 +18	+0.8%	+$1.8K	0.02%	439
2021 Q4	$218K	Hold	2,260	–	–	0.02%	452
2021 Q3	$217K	Buy	2,260 +96	+4%	+$9.66K	0.02%	453
2021 Q2	$217K	Sell	2,164 -1,456	-40%	-$140K	0.02%	389
2021 Q1	$326K	Buy	3,620 +206	+6%	+$17.5K	0.03%	300
2020 Q4	$287K	Buy	+3,414	New	+$266K	0.03%	292

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

Almanack Investment Partners's PM Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Philip Morris (PM) in Q2 2026: 3,783 shares worth $684K. The stake represents 0.09% of the portfolio and ranks #131 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in PM as recently as Q2 2025.

Almanack Investment Partners first reported a position in PM in Q4 2020 and has held it in 11 quarters since. The position peaked at $892K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Almanack Investment Partners held 3,783 shares of Philip Morris worth $684K as of Q2 2026.
Philip Morris was a new Almanack Investment Partners position in Q2 2026.
Philip Morris made up 0.09% of Almanack Investment Partners's portfolio in Q2 2026, its #131 holding.
Almanack Investment Partners first reported a position in Philip Morris in Q4 2020 and has held it in 11 quarters since.
Almanack Investment Partners's Philip Morris position peaked at $892K in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.