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AXS Investments’s Philip Morris PM Stock Holding History

AXS Investments’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
Q2 		$156K Sell
862
-119
-12% -$20.6K 0.04% 123
2026
Q1 		$162K Sell
981
-458
-32% -$79.6K 0.07% 125
2025
Q4 		$231K Sell
1,439
-155
-10% -$24K 0.08% 127
2025
Q3 		$259K Buy
1,594
+416
+35% +$70K 0.08% 118
2025
Q2 		$215K Sell
1,178
-402
-25% -$69K 0.09% 145
2025
Q1 		$251K Sell
1,580
-266
-14% -$37.7K 0.07% 199
2024
Q4 		$222K Sell
1,846
-10
-0.5% -$1.26K 0.06% 215
2024
Q3 		$225K Sell
1,856
-361
-16% -$41.9K 0.06% 221
2024
Q2 		$225K Sell
2,217
-103
-4% -$10.1K 0.06% 216
2024
Q1 		$213K Buy
2,320
+141
+6% +$13K 0.05% 276
2023
Q4 		$205K Sell
2,179
-300
-12% -$27.6K 0.05% 286
2023
Q3 		$230K Sell
2,479
-933
-27% -$89.8K 0.06% 257
2023
Q2 		$333K Sell
3,412
-561
-14% -$53.6K 0.09% 235
2023
Q1 		$386K Sell
3,973
-270
-6% -$26.9K 0.13% 187
2022
Q4 		$429K Sell
4,243
-821
-16% -$77.5K 0.15% 170
2022
Q3 		$420K Sell
5,064
-804
-14% -$76.7K 0.16% 169
2022
Q2 		$579K Sell
5,868
-1,022
-15% -$104K 0.21% 166
2022
Q1 		$647K Sell
6,890
-1,767
-20% -$177K 0.26% 72
2021
Q4 		$822K Buy
+8,657
New +$809K 0.19% 86
2021
Q3 		– Sell
-11,055
Closed -$1.1M – 193
2021
Q2 		$1.1M Buy
11,055
+2,094
+23% +$201K 0.33% 72
2021
Q1 		$795K Buy
+8,961
New +$761K 0.28% 83

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AXS Investments's PM Position: Q2 2026 in Review

AXS Investments reduced its Philip Morris (PM) stake by 12% in Q2 2026, selling an estimated $20.6K and leaving 862 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #123.

AXS Investments first reported a position in PM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.1M in Q2 2021. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • AXS Investments held 862 shares of Philip Morris worth $156K as of Q2 2026.
  • AXS Investments sold 119 Philip Morris shares in Q2 2026, an estimated $20.6K.
  • Philip Morris made up 0.04% of AXS Investments's portfolio in Q2 2026, its #123 holding.
  • AXS Investments first reported a position in Philip Morris in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Philip Morris position peaked at $1.1M in Q2 2021.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.