Atom Investors’s Philip Morris PM Stock Holding History

Atom Investors’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	$1.82M	Buy	10,996 +6,873	+167%	+$1.19M	0.13%	259
2025 Q4	$661K	Hold	4,123	–	–	0.05%	360
2025 Q3	$669K	Hold	4,123	–	–	0.05%	313
2025 Q2	$751K	Sell	4,123 -358	-8%	-$61.5K	0.07%	292
2025 Q1	$711K	Buy	4,481 +371	+9%	+$52.6K	0.09%	257
2024 Q4	$495K	Buy	+4,110	New	+$519K	0.06%	312
2024 Q2	–	Sell	-8,387	Closed	-$768K	–	620
2024 Q1	$768K	Buy	+8,387	New	+$773K	0.1%	257
2023 Q4	–	Sell	-20,824	Closed	-$1.93M	–	528
2023 Q3	$1.93M	Buy	20,824 +17,520	+530%	+$1.69M	0.44%	53
2023 Q2	$323K	Buy	+3,304	New	+$316K	0.12%	179
2022 Q1	–	Sell	-9,501	Closed	-$903K	–	286
2021 Q4	$903K	Buy	9,501 +152	+2%	+$14.2K	0.15%	116
2021 Q3	$886K	Buy	+9,349	New	+$940K	0.07%	146
2021 Q1	–	Sell	-12,468	Closed	-$1.03M	–	388
2020 Q4	$1.03M	Sell	12,468 -4,834	-28%	-$376K	0.1%	186
2020 Q3	$1.3M	Sell	17,302 -25,948	-60%	-$2M	0.12%	162
2020 Q2	$3.03M	Buy	43,250 +24,826	+135%	+$1.81M	0.2%	97
2020 Q1	$1.34M	Buy	18,424 +5,748	+45%	+$473K	0.12%	142
2019 Q4	$1.08M	Buy	12,676 +3,607	+40%	+$297K	0.09%	151
2019 Q3	$689K	Sell	9,069 -44,833	-83%	-$3.55M	0.05%	204
2019 Q2	$4.23M	Buy	53,902 +49,593	+1,151%	+$4.1M	0.28%	115
2019 Q1	$381K	Buy	+4,309	New	+$347K	0.03%	388

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

Atom Investors's PM Position: Q1 2026 in Review

Atom Investors increased its Philip Morris (PM) stake by 167% in Q1 2026, buying an estimated $1.19M and bringing the position to 10,996 shares worth $1.82M. The position accounts for 0.13% of the portfolio, ranked #259.

Atom Investors first reported a position in PM in Q1 2019 and has held it in 19 quarters since. The position peaked at $4.23M in Q2 2019. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Atom Investors held 10,996 shares of Philip Morris worth $1.82M as of Q1 2026.
Atom Investors bought 6,873 Philip Morris shares in Q1 2026, an estimated $1.19M.
Philip Morris made up 0.13% of Atom Investors's portfolio in Q1 2026, its #259 holding.
Atom Investors first reported a position in Philip Morris in Q1 2019 and has held it in 19 quarters since.
Atom Investors's Philip Morris position peaked at $4.23M in Q2 2019.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.