Brooklyn Investment Group’s Philip Morris PM Stock Holding History

Brooklyn Investment Group’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	$7.16M	Buy	43,276 +11,624	+37%	+$2.02M	0.22%	64
2025 Q4	$5.13M	Buy	31,652 +14,494	+84%	+$2.25M	0.24%	70
2025 Q3	$3.11M	Sell	17,158 -504	-3%	-$84.8K	0.42%	38
2025 Q2	$3.22M	Buy	17,662 +5,698	+48%	+$978K	0.42%	36
2025 Q1	$1.9M	Buy	11,964 +4,587	+62%	+$650K	0.41%	34
2024 Q4	$888K	Buy	7,377 +562	+8%	+$70.9K	0.26%	73
2024 Q3	$827K	Buy	6,815 +4,402	+182%	+$511K	0.27%	76
2024 Q2	$221K	Hold	2,413	–	–	0.09%	211
2024 Q1	$221K	Sell	2,413 -3,592	-60%	-$331K	0.09%	211
2023 Q4	$565K	Buy	+6,005	New	+$553K	0.27%	90

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brooklyn Investment Group's PM Position: Q1 2026 in Review

Brooklyn Investment Group increased its Philip Morris (PM) stake by 37% in Q1 2026, buying an estimated $2.02M and bringing the position to 43,276 shares worth $7.16M. The position accounts for 0.22% of the portfolio, ranked #64.

Brooklyn Investment Group first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Brooklyn Investment Group held 43,276 shares of Philip Morris worth $7.16M as of Q1 2026.
Brooklyn Investment Group bought 11,624 Philip Morris shares in Q1 2026, an estimated $2.02M.
Philip Morris made up 0.22% of Brooklyn Investment Group's portfolio in Q1 2026, its #64 holding.
Brooklyn Investment Group first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.