Arcadia Investment Management’s Philip Morris PM Stock Holding History

Arcadia 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	$331	Hold	2	–	–	﹤0.01%	311
2025 Q4	$321	Buy	+2	New	+$310	﹤0.01%	326
2020 Q2	–	Sell	-1,550	Closed	-$113K	–	287
2020 Q1	$113K	Buy	1,550 +1,000	+182%	+$82.3K	0.03%	136
2019 Q4	$47K	Hold	550	–	–	0.01%	198
2019 Q3	$42K	Sell	550 -620	-53%	-$49.1K	0.01%	207
2019 Q2	$92K	Buy	1,170 +620	+113%	+$51.2K	0.03%	159
2019 Q1	$49K	Hold	550	–	–	0.01%	194
2018 Q4	$37K	Hold	550	–	–	0.01%	205
2018 Q3	$45K	Sell	550 -315	-36%	-$25.9K	0.01%	231
2018 Q2	$70K	Hold	865	–	–	0.02%	198
2018 Q1	$86K	Hold	865	–	–	0.02%	176
2017 Q4	$91K	Hold	865	–	–	0.03%	172
2017 Q3	$96K	Hold	865	–	–	0.03%	163
2017 Q2	$102K	Sell	865 -99	-10%	-$11.5K	0.03%	155
2017 Q1	$109K	Hold	964	–	–	0.03%	149
2016 Q4	$88K	Buy	964 +215	+29%	+$19.9K	0.03%	163
2016 Q3	$73K	Hold	749	–	–	0.02%	166
2016 Q2	$76K	Sell	749 -256	-25%	-$25.5K	0.02%	159
2016 Q1	$99K	Buy	1,005 +49	+5%	+$4.49K	0.03%	133
2015 Q4	$84K	Buy	956 +256	+37%	+$22.2K	0.03%	144
2015 Q3	$55K	Hold	700	–	–	0.02%	141
2015 Q2	$56K	Buy	+700	New	+$57.6K	0.01%	157
2015 Q1	–	Sell	-4,700	Closed	-$383K	–	104
2014 Q4	$383K	Hold	4,700	–	–	0.11%	87
2014 Q3	$392K	Hold	4,700	–	–	0.12%	83
2014 Q2	$396K	Hold	4,700	–	–	0.12%	80
2014 Q1	$385K	Buy	+4,700	New	+$380K	0.11%	88

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

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

Arcadia Investment Management held its Philip Morris (PM) position steady in Q1 2026 at 2 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Arcadia Investment Management first reported a position in PM in Q1 2014 and has held it in 26 quarters since. The position peaked at $396K in Q2 2014. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Arcadia Investment Management held 2 shares of Philip Morris worth $331 as of Q1 2026.
Arcadia Investment Management left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #311 holding.
Arcadia Investment Management first reported a position in Philip Morris in Q1 2014 and has held it in 26 quarters since.
Arcadia Investment Management's Philip Morris position peaked at $396K in Q2 2014.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.