Boit C.F. David’s Philip Morris PM Stock Holding History

Boit C.F. David’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	$665K	Buy	4,020 +200	+5%	+$34.8K	0.3%	56
2025 Q4	$621K	Hold	3,820	–	–	0.27%	57
2025 Q3	$620K	Hold	3,820	–	–	0.28%	56
2025 Q2	$696K	Hold	3,820	–	–	0.33%	53
2025 Q1	$606K	Hold	3,820	–	–	0.3%	56
2024 Q4	$460K	Hold	3,820	–	–	0.19%	66
2024 Q3	$457K	Hold	3,820	–	–	0.23%	66
2024 Q2	$387K	Hold	3,820	–	–	0.2%	68
2024 Q1	$367K	Hold	3,820	–	–	0.2%	65
2023 Q4	$365K	Hold	3,820	–	–	0.21%	65
2023 Q3	$349K	Hold	3,820	–	–	0.24%	56
2023 Q2	$373K	Hold	3,820	–	–	0.25%	58
2023 Q1	$388K	Hold	3,820	–	–	0.26%	53
2022 Q4	$387K	Hold	3,820	–	–	0.28%	54
2022 Q3	$317K	Buy	+3,820	New	+$364K	0.26%	57
2022 Q1	$363K	Hold	3,820	–	–	0.24%	59
2021 Q4	$363K	Hold	3,820	–	–	0.23%	62
2021 Q3	$367K	Buy	3,820 +3,300	+635%	+$332K	0.25%	60
2021 Q2	$52K	Buy	+520	New	+$49.9K	0.04%	91

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

Boit C.F. David's PM Position: Q1 2026 in Review

Boit C.F. David increased its Philip Morris (PM) stake by 5.2% in Q1 2026, buying an estimated $34.8K and bringing the position to 4,020 shares worth $665K. The position accounts for 0.3% of the portfolio, ranked #56.

Boit C.F. David first reported a position in PM in Q2 2021 and has held it in 19 quarters since. The position peaked at $696K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Boit C.F. David held 4,020 shares of Philip Morris worth $665K as of Q1 2026.
Boit C.F. David bought 200 Philip Morris shares in Q1 2026, an estimated $34.8K.
Philip Morris made up 0.3% of Boit C.F. David's portfolio in Q1 2026, its #56 holding.
Boit C.F. David first reported a position in Philip Morris in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Philip Morris position peaked at $696K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.