CJ
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Caitlin John’s Philip Morris PM Stock Holding History

Caitlin John’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 		$14.6K Sell
88
-49
-36% -$8.52K 0.01% 472
2025
Q4 		$22K Buy
137
+50
+57% +$7.75K 0.01% 431
2025
Q3 		$14.1K Buy
+87
New +$14.6K 0.01% 447
2025
Q1 		– Sell
-139
Closed -$16.7K – 615
2024
Q4 		$16.7K Hold
139
– – 0.01% 400
2024
Q3 		$17.4K Buy
139
+3
+2% +$349 0.01% 408
2024
Q2 		$13.8K Sell
136
-77
-36% -$7.53K 0.01% 406
2024
Q1 		$19.5K Buy
213
+2
+0.9% +$184 0.01% 361
2023
Q4 		$20.1K Buy
+211
New +$19.4K 0.02% 337

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caitlin John's PM Position: Q1 2026 in Review

Caitlin John reduced its Philip Morris (PM) stake by 36% in Q1 2026, selling an estimated $8.52K and leaving 88 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #472.

Caitlin John first reported a position in PM in Q4 2023 and has held it in 8 quarters since. The position peaked at $22K in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Caitlin John held 88 shares of Philip Morris worth $14.6K as of Q1 2026.
  • Caitlin John sold 49 Philip Morris shares in Q1 2026, an estimated $8.52K.
  • Philip Morris made up 0.01% of Caitlin John's portfolio in Q1 2026, its #472 holding.
  • Caitlin John first reported a position in Philip Morris in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's Philip Morris position peaked at $22K in Q4 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.