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 Q2	$261K	Sell	1,442 -2,559	-64%	-$444K	0.01%	142
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 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

Analyst IMS Investment Management Services's PM Position: Q2 2026 in Review

Analyst IMS Investment Management Services reduced its Philip Morris (PM) stake by 64% in Q2 2026, selling an estimated $444K and leaving 1,442 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #142.

Analyst IMS Investment Management Services first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.66M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Analyst IMS Investment Management Services held 1,442 shares of Philip Morris worth $261K as of Q2 2026.
Analyst IMS Investment Management Services sold 2,559 Philip Morris shares in Q2 2026, an estimated $444K.
Philip Morris made up 0.01% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #142 holding.
Analyst IMS Investment Management Services first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Analyst IMS Investment Management Services's Philip Morris position peaked at $1.66M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.