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Claris Financial’s Philip Morris PM Stock Holding History

Claris Financial’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 		$605K Buy
3,661
+15
+0.4% +$2.61K 0.33% 76
2025
Q4 		$585K Buy
3,646
+575
+19% +$89.1K 0.31% 78
2025
Q3 		$498K Buy
3,071
+588
+24% +$98.9K 0.28% 85
2025
Q2 		$452K Sell
2,483
-349
-12% -$59.9K 0.34% 76
2025
Q1 		$341K Hold
2,832
– – 0.22% 102
2024
Q4 		$341K Buy
+2,832
New +$357K 0.22% 102

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

Claris Financial's PM Position: Q1 2026 in Review

Claris Financial increased its Philip Morris (PM) stake by 0.41% in Q1 2026, buying an estimated $2.61K and bringing the position to 3,661 shares worth $605K. The position accounts for 0.33% of the portfolio, ranked #76.

Claris Financial first reported a position in PM in Q4 2024 and has held it in 6 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Claris Financial held 3,661 shares of Philip Morris worth $605K as of Q1 2026.
  • Claris Financial bought 15 Philip Morris shares in Q1 2026, an estimated $2.61K.
  • Philip Morris made up 0.33% of Claris Financial's portfolio in Q1 2026, its #76 holding.
  • Claris Financial first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.