Councilmark Asset Management’s Philip Morris PM Stock Holding History

Councilmark Asset Management’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	$3.38M	Buy	20,439 +1	+0%	+$174	1.94%	15
2025 Q4	$3.28M	Sell	20,438 -349	-2%	-$54.1K	1.83%	14
2025 Q3	$3.37M	Sell	20,787 -44	-0.2%	-$7.4K	1.93%	13
2025 Q2	$3.79M	Buy	20,831 +1	+0%	+$172	2.4%	13
2025 Q1	$3.31M	Buy	20,830 +1	+0%	+$142	2.23%	13
2024 Q4	$2.51M	Buy	20,829 +129	+0.6%	+$16.3K	1.68%	16
2024 Q3	$2.51M	Buy	20,700 +2	+0%	+$232	1.69%	16
2024 Q2	$2.1M	Buy	20,698 +1	+0%	+$98	1.49%	17
2024 Q1	$1.9M	Buy	+20,697	New	+$1.91M	1.37%	21

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

Councilmark Asset Management's PM Position: Q1 2026 in Review

Councilmark Asset Management increased its Philip Morris (PM) stake by 0% in Q1 2026, buying an estimated $174 and bringing the position to 20,439 shares worth $3.38M. The position accounts for 1.94% of the portfolio, ranked #15.

Councilmark Asset Management first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.79M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Councilmark Asset Management held 20,439 shares of Philip Morris worth $3.38M as of Q1 2026.
Councilmark Asset Management bought 1 Philip Morris share in Q1 2026, an estimated $174.
Philip Morris made up 1.94% of Councilmark Asset Management's portfolio in Q1 2026, its #15 holding.
Councilmark Asset Management first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's Philip Morris position peaked at $3.79M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.