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Aspetuck Financial Management’s Philip Morris PM Stock Holding History

Aspetuck Financial 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 		$200K Buy
+1,212
New +$211K 0.14% 75
2025
Q3 		– Sell
-1,200
Closed -$219K – 73
2025
Q2 		$219K Buy
+1,200
New +$206K 0.16% 70
2025
Q1 		– Sell
-1,200
Closed -$144K – 152
2024
Q4 		$144K Buy
+1,200
New +$151K 0.11% 76

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

Aspetuck Financial Management's PM Position: Q1 2026 in Review

Aspetuck Financial Management opened a new position in Philip Morris (PM) in Q1 2026: 1,212 shares worth $200K. The stake represents 0.14% of the portfolio and ranks #75 among its holdings. This is a return to the name: Aspetuck Financial Management previously reported a position in PM as recently as Q2 2025.

Aspetuck Financial Management first reported a position in PM in Q4 2024 and has held it in 3 quarters since. The position peaked at $219K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Aspetuck Financial Management held 1,212 shares of Philip Morris worth $200K as of Q1 2026.
  • Philip Morris was a new Aspetuck Financial Management position in Q1 2026.
  • Philip Morris made up 0.14% of Aspetuck Financial Management's portfolio in Q1 2026, its #75 holding.
  • Aspetuck Financial Management first reported a position in Philip Morris in Q4 2024 and has held it in 3 quarters since.
  • Aspetuck Financial Management's Philip Morris position peaked at $219K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.