Brown, Lisle/Cummings’s Philip Morris PM Stock Holding History

Brown, Lisle/Cummings’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	$155K	Buy	935 +47	+5%	+$8.17K	0.04%	245
2025 Q4	$142K	Hold	888	–	–	0.04%	247
2025 Q3	$144K	Hold	888	–	–	0.04%	241
2025 Q2	$162K	Hold	888	–	–	0.04%	231
2025 Q1	$141K	Buy	888 +28	+3%	+$3.97K	0.04%	241
2024 Q4	$104K	Buy	860 +225	+35%	+$28.4K	0.03%	264
2024 Q3	$77.1K	Hold	635	–	–	0.02%	284
2024 Q2	$64.3K	Hold	635	–	–	0.02%	291
2024 Q1	$58.2K	Hold	635	–	–	0.02%	280
2023 Q4	$59.7K	Buy	+635	New	+$58.5K	0.02%	275
2022 Q4	–	Sell	-17	Closed	-$1.41K	–	529
2022 Q3	$1.41K	Hold	17	–	–	﹤0.01%	483
2022 Q2	$1.68K	Hold	17	–	–	﹤0.01%	453
2022 Q1	$1.6K	Hold	17	–	–	﹤0.01%	462
2021 Q4	$1.61K	Buy	+17	New	+$1.59K	﹤0.01%	436

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

Brown, Lisle/Cummings's PM Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Philip Morris (PM) stake by 5.3% in Q1 2026, buying an estimated $8.17K and bringing the position to 935 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #245.

Brown, Lisle/Cummings first reported a position in PM in Q4 2021 and has held it in 14 quarters since. The position peaked at $162K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Brown, Lisle/Cummings held 935 shares of Philip Morris worth $155K as of Q1 2026.
Brown, Lisle/Cummings bought 47 Philip Morris shares in Q1 2026, an estimated $8.17K.
Philip Morris made up 0.04% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #245 holding.
Brown, Lisle/Cummings first reported a position in Philip Morris in Q4 2021 and has held it in 14 quarters since.
Brown, Lisle/Cummings's Philip Morris position peaked at $162K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.