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Analyst IMS Investment Management Services’s Philip Morris PM Stock Holding History

Analyst IMS Investment Management Services’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 		$662K Buy
4,001
+2,159
+117% +$375K 0.02% 102
2025
Q4 		$295K Sell
1,842
-62
-3% -$9.61K 0.01% 117
2025
Q3 		$309K Sell
1,904
-7,206
-79% -$1.21M 0.01% 114
2025
Q2 		$1.66M Buy
9,110
+314
+4% +$53.9K 0.06% 70
2025
Q1 		$1.4M Buy
+8,796
New +$1.25M 0.05% 74

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Analyst IMS Investment Management Services's PM Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Philip Morris (PM) stake by 117% in Q1 2026, buying an estimated $375K and bringing the position to 4,001 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #102.

Analyst IMS Investment Management Services first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.66M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Analyst IMS Investment Management Services held 4,001 shares of Philip Morris worth $662K as of Q1 2026.
  • Analyst IMS Investment Management Services bought 2,159 Philip Morris shares in Q1 2026, an estimated $375K.
  • Philip Morris made up 0.02% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #102 holding.
  • Analyst IMS Investment Management Services first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Analyst IMS Investment Management Services's Philip Morris position peaked at $1.66M in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.