C
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Certuity’s Philip Morris PM Stock Holding History

Certuity’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 		$949K Sell
5,245
-419
-7% -$72.7K 0.05% 186
2026
Q1 		$937K Buy
5,664
+764
+16% +$133K 0.06% 171
2025
Q4 		$786K Buy
4,900
+98
+2% +$15.2K 0.05% 188
2025
Q3 		$779K Buy
4,802
+173
+4% +$29.1K 0.05% 187
2025
Q2 		$843K Sell
4,629
-478
-9% -$82.1K 0.08% 141
2025
Q1 		$811K Buy
5,107
+215
+4% +$30.5K 0.09% 138
2024
Q4 		$589K Sell
4,892
-2,136
-30% -$269K 0.06% 158
2024
Q3 		$853K Sell
7,028
-928
-12% -$108K 0.09% 141
2024
Q2 		$806K Buy
7,956
+1,622
+26% +$159K 0.06% 144
2024
Q1 		$580K Sell
6,334
-1,561
-20% -$144K 0.05% 165
2023
Q4 		$743K Sell
7,895
-536
-6% -$49.4K 0.08% 140
2023
Q3 		$781K Buy
8,431
+126
+2% +$12.1K 0.09% 95
2023
Q2 		$811K Buy
8,305
+4,956
+148% +$474K 0.09% 98
2023
Q1 		$326K Sell
3,349
-11
-0.3% -$1.1K 0.05% 150
2022
Q4 		$340K Buy
3,360
+393
+13% +$37.1K 0.05% 140
2022
Q3 		$246K Buy
2,967
+214
+8% +$20.4K 0.06% 156
2022
Q2 		$272K Sell
2,753
-824
-23% -$84K 0.07% 164
2022
Q1 		$336K Buy
3,577
+288
+9% +$28.8K 0.07% 187
2021
Q4 		$312K Sell
3,289
-548
-14% -$51.2K 0.07% 204
2021
Q3 		$364K Buy
3,837
+426
+12% +$42.9K 0.07% 224
2021
Q2 		$338K Buy
3,411
+894
+36% +$85.8K 0.08% 204
2021
Q1 		$223K Buy
+2,517
New +$214K 0.06% 263

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 $3.37T AUM 44.26% 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

Certuity's PM Position: Q2 2026 in Review

Certuity reduced its Philip Morris (PM) stake by 7.4% in Q2 2026, selling an estimated $72.7K and leaving 5,245 shares worth $949K. The position accounts for 0.05% of the portfolio, ranked #186.

Certuity first reported a position in PM in Q1 2021 and has held it in 22 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Certuity held 5,245 shares of Philip Morris worth $949K as of Q2 2026.
  • Certuity sold 419 Philip Morris shares in Q2 2026, an estimated $72.7K.
  • Philip Morris made up 0.05% of Certuity's portfolio in Q2 2026, its #186 holding.
  • Certuity first reported a position in Philip Morris in Q1 2021 and has held it in 22 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.