Alpha Family Trust’s Philip Morris PM Stock Holding History

Alpha Family Trust’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	$680K	Hold	4,110	–	–	0.33%	52
2025 Q4	$659K	Hold	4,110	–	–	0.3%	60
2025 Q3	$667K	Hold	4,110	–	–	0.31%	59
2025 Q2	$749K	Hold	4,110	–	–	0.37%	50
2025 Q1	$652K	Hold	4,110	–	–	0.38%	53
2024 Q4	$495K	Hold	4,110	–	–	0.28%	57
2024 Q3	$499K	Hold	4,110	–	–	0.28%	61
2024 Q2	$416K	Hold	4,110	–	–	0.24%	70
2024 Q1	$377K	Hold	4,110	–	–	0.23%	81
2023 Q4	$387K	Hold	4,110	–	–	0.26%	74
2023 Q3	$381K	Hold	4,110	–	–	0.29%	63
2023 Q2	$401K	Hold	4,110	–	–	0.28%	60
2023 Q1	$400K	Hold	4,110	–	–	0.32%	60
2022 Q4	$416K	Buy	+4,110	New	+$388K	0.38%	51

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

Alpha Family Trust's PM Position: Q1 2026 in Review

Alpha Family Trust held its Philip Morris (PM) position steady in Q1 2026 at 4,110 shares worth $680K. The position accounts for 0.33% of the portfolio, ranked #52.

Alpha Family Trust first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $749K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Alpha Family Trust held 4,110 shares of Philip Morris worth $680K as of Q1 2026.
Alpha Family Trust left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.33% of Alpha Family Trust's portfolio in Q1 2026, its #52 holding.
Alpha Family Trust first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
Alpha Family Trust's Philip Morris position peaked at $749K in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.