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Commonwealth Retirement Investments’s Philip Morris PM Stock Holding History

Commonwealth Retirement Investments’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 		$295K Buy
1,783
+315
+21% +$54.7K 0.09% 108
2025
Q4 		$235K Buy
1,468
+3
+0.2% +$465 0.08% 121
2025
Q3 		$238K Sell
1,465
-3
-0.2% -$505 0.08% 112
2025
Q2 		$267K Buy
1,468
+5
+0.3% +$859 0.1% 104
2025
Q1 		$232K Buy
+1,463
New +$207K 0.09% 91

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

Commonwealth Retirement Investments's PM Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its Philip Morris (PM) stake by 21% in Q1 2026, buying an estimated $54.7K and bringing the position to 1,783 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #108.

Commonwealth Retirement Investments first reported a position in PM in Q1 2025 and has held it in 5 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Commonwealth Retirement Investments held 1,783 shares of Philip Morris worth $295K as of Q1 2026.
  • Commonwealth Retirement Investments bought 315 Philip Morris shares in Q1 2026, an estimated $54.7K.
  • Philip Morris made up 0.09% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #108 holding.
  • Commonwealth Retirement Investments first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.