AIM
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Anchor Investment Management’s Philip Morris PM Stock Holding History

Anchor 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
2026
Q1 		$7.02M Sell
42,481
-369
-0.9% -$64.1K 0.59% 43
2025
Q4 		$6.87M Buy
42,850
+943
+2% +$146K 0.56% 44
2025
Q3 		$6.8M Sell
41,907
-1,030
-2% -$173K 0.56% 42
2025
Q2 		$7.82M Sell
42,937
-2,258
-5% -$388K 0.69% 35
2025
Q1 		$7.17M Sell
45,195
-52
-0.1% -$7.37K 0.67% 36
2024
Q4 		$5.45M Sell
45,247
-790
-2% -$99.7K 0.51% 51
2024
Q3 		$5.59M Buy
46,037
+1,544
+3% +$179K 0.53% 50
2024
Q2 		$4.51M Buy
44,493
+421
+1% +$41.2K 0.46% 55
2024
Q1 		$4.04M Buy
44,072
+782
+2% +$72.1K 0.42% 62
2023
Q4 		$4.07M Buy
43,290
+325
+0.8% +$29.9K 0.47% 59
2023
Q3 		$3.98M Buy
42,965
+787
+2% +$75.7K 0.52% 50
2023
Q2 		$4.12M Buy
42,178
+7,383
+21% +$705K 0.53% 53
2023
Q1 		$3.38M Buy
34,795
+1,366
+4% +$136K 0.46% 58
2022
Q4 		$3.38M Buy
33,429
+752
+2% +$71K 0.49% 59
2022
Q3 		$2.71M Buy
32,677
+2,298
+8% +$219K 0.42% 66
2022
Q2 		$3M Buy
30,379
+770
+3% +$78.5K 0.44% 61
2022
Q1 		$2.78M Buy
29,609
+4,759
+19% +$476K 0.35% 78
2021
Q4 		$2.36M Buy
24,850
+267
+1% +$25K 0.29% 94
2021
Q3 		$2.33M Buy
24,583
+1,480
+6% +$149K 0.32% 82
2021
Q2 		$2.29M Buy
23,103
+427
+2% +$41K 0.32% 84
2021
Q1 		$2.01M Buy
22,676
+8,803
+63% +$748K 0.31% 88
2020
Q4 		$1.15M Sell
13,873
-1,979
-12% -$154K 0.21% 116
2020
Q3 		$1.19M Buy
15,852
+100
+0.6% +$7.71K 0.24% 99
2020
Q2 		$1.1M Hold
15,752
– – 0.25% 103
2020
Q1 		$1.15M Buy
15,752
+975
+7% +$80.2K 0.3% 94
2019
Q4 		$1.26M Sell
14,777
-467
-3% -$38.5K 0.27% 106
2019
Q3 		$1.16M Buy
15,244
+542
+4% +$43K 0.27% 106
2019
Q2 		$1.15M Sell
14,702
-10
-0.1% -$826 0.28% 102
2019
Q1 		$1.3M Sell
14,712
-600
-4% -$48.3K 0.32% 90
2018
Q4 		$1.02M Sell
15,312
-6,005
-28% -$502K 0.29% 95
2018
Q3 		$1.74M Sell
21,317
-1,425
-6% -$117K 0.4% 73
2018
Q2 		$1.84M Sell
22,742
-1,085
-5% -$92.1K 0.45% 62
2018
Q1 		$2.37M Buy
23,827
+1,400
+6% +$146K 0.62% 38
2017
Q4 		$2.37M Sell
22,427
-750
-3% -$79.9K 0.63% 42
2017
Q3 		$2.57M Sell
23,177
-300
-1% -$34.9K 0.75% 34
2017
Q2 		$2.76M Sell
23,477
-300
-1% -$34.7K 0.91% 22
2017
Q1 		$2.68M Buy
23,777
+200
+0.8% +$20.6K 0.92% 24
2016
Q4 		$2.16M Sell
23,577
-1,306
-5% -$121K 0.81% 33
2016
Q3 		$2.42M Sell
24,883
-1,250
-5% -$125K 0.94% 24
2016
Q2 		$2.66M Buy
26,133
+149
+0.6% +$14.9K 1.05% 20
2016
Q1 		$2.55M Buy
+25,984
New +$2.38M 1.04% 18

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

Anchor Investment Management's PM Position: Q1 2026 in Review

Anchor Investment Management reduced its Philip Morris (PM) stake by 0.86% in Q1 2026, selling an estimated $64.1K and leaving 42,481 shares worth $7.02M. The position accounts for 0.59% of the portfolio, ranked #43.

Anchor Investment Management first reported a position in PM in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.82M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Anchor Investment Management held 42,481 shares of Philip Morris worth $7.02M as of Q1 2026.
  • Anchor Investment Management sold 369 Philip Morris shares in Q1 2026, an estimated $64.1K.
  • Philip Morris made up 0.59% of Anchor Investment Management's portfolio in Q1 2026, its #43 holding.
  • Anchor Investment Management first reported a position in Philip Morris in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Philip Morris position peaked at $7.82M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.