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Aspiriant LLC’s Philip Morris PM Stock Holding History

Aspiriant LLC’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 		$433K Buy
2,619
+1,039
+66% +$181K 0.01% 238
2025
Q4 		$253K Buy
1,580
+196
+14% +$30.4K 0.01% 294
2025
Q3 		$224K Sell
1,384
-827
-37% -$139K 0.01% 284
2025
Q2 		$403K Buy
2,211
+409
+23% +$70.2K 0.01% 223
2025
Q1 		$286K Buy
+1,802
New +$255K 0.01% 242
2024
Q3 		– Sell
-2,283
Closed -$231K – 302
2024
Q2 		$231K Sell
2,283
-783
-26% -$76.6K 0.01% 259
2024
Q1 		$281K Sell
3,066
-477
-13% -$44K 0.01% 255
2023
Q4 		$333K Sell
3,543
-570
-14% -$52.5K 0.02% 228
2023
Q3 		$381K Buy
4,113
+1,321
+47% +$127K 0.02% 203
2023
Q2 		$273K Buy
+2,792
New +$267K 0.01% 237
2022
Q2 		– Sell
-2,378
Closed -$224K – 287
2022
Q1 		$224K Sell
2,378
-1,654
-41% -$165K 0.01% 256
2021
Q4 		$384K Buy
+4,032
New +$377K 0.02% 199
2020
Q4 		– Sell
-5,019
Closed -$376K – 220
2020
Q3 		$376K Buy
+5,019
New +$387K 0.03% 170
2019
Q2 		– Sell
-2,904
Closed -$259K – 237
2019
Q1 		$259K Sell
2,904
-1,066
-27% -$85.9K 0.02% 200
2018
Q4 		$266K Buy
3,970
+318
+9% +$26.6K 0.02% 196
2018
Q3 		$298K Sell
3,652
-1,831
-33% -$150K 0.03% 192
2018
Q2 		$443K Sell
5,483
-1,308
-19% -$111K 0.04% 171
2018
Q1 		$675K Buy
+6,791
New +$707K 0.06% 132
2017
Q4 		– Sell
-8,337
Closed -$926K – 149
2017
Q3 		$926K Sell
8,337
-926
-10% -$108K 0.08% 112
2017
Q2 		$1.09M Sell
9,263
-176
-2% -$20.4K 0.09% 105
2017
Q1 		$1.07M Sell
9,439
-3,499
-27% -$361K 0.09% 113
2016
Q4 		$1.18M Buy
12,938
+739
+6% +$68.5K 0.11% 99
2016
Q3 		$1.19M Buy
12,199
+21
+0.2% +$2.1K 0.12% 97
2016
Q2 		$985K Sell
12,178
-943
-7% -$94K 0.09% 106
2016
Q1 		$1.29M Buy
+13,121
New +$1.2M 0.12% 90

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

Aspiriant LLC's PM Position: Q1 2026 in Review

Aspiriant LLC increased its Philip Morris (PM) stake by 66% in Q1 2026, buying an estimated $181K and bringing the position to 2,619 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #238.

Aspiriant LLC first reported a position in PM in Q1 2016 and has held it in 25 quarters since. The position peaked at $1.29M in Q1 2016. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Aspiriant LLC held 2,619 shares of Philip Morris worth $433K as of Q1 2026.
  • Aspiriant LLC bought 1,039 Philip Morris shares in Q1 2026, an estimated $181K.
  • Philip Morris made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #238 holding.
  • Aspiriant LLC first reported a position in Philip Morris in Q1 2016 and has held it in 25 quarters since.
  • Aspiriant LLC's Philip Morris position peaked at $1.29M in Q1 2016.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.