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Covestor’s Philip Morris PM Stock Holding History

Covestor’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 		$59K Buy
324
+13
+4% +$2.25K 0.03% 703
2026
Q1 		$51K Sell
311
-147
-32% -$25.5K 0.04% 705
2025
Q4 		$74K Sell
458
-5
-1% -$775 0.04% 733
2025
Q3 		$75K Buy
463
+26
+6% +$4.37K 0.04% 718
2025
Q2 		$80K Sell
437
-44
-9% -$7.56K 0.05% 676
2025
Q1 		$76K Buy
481
+7
+1% +$992 0.05% 646
2024
Q4 		$57K Buy
474
+8
+2% +$1.01K 0.04% 806
2024
Q3 		$57K Sell
466
-818
-64% -$95K 0.04% 828
2024
Q2 		$130K Buy
1,284
+233
+22% +$22.8K 0.08% 346
2024
Q1 		$96K Buy
1,051
+572
+119% +$52.7K 0.06% 567
2023
Q4 		$45K Buy
479
+6
+1% +$553 0.03% 903
2023
Q3 		$44K Sell
473
-73
-13% -$7.03K 0.03% 821
2023
Q2 		$53K Sell
546
-3
-0.5% -$287 0.04% 758
2023
Q1 		$53K Buy
549
+72
+15% +$7.17K 0.05% 690
2022
Q4 		$48K Buy
477
+3
+0.6% +$283 0.04% 746
2022
Q3 		$39K Sell
474
-65
-12% -$6.2K 0.03% 790
2022
Q2 		$53K Buy
539
+14
+3% +$1.43K 0.04% 720
2022
Q1 		$49K Buy
525
+186
+55% +$18.6K 0.03% 814
2021
Q4 		$32K Buy
+339
New +$31.7K 0.04% 736

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

Covestor's PM Position: Q2 2026 in Review

Covestor increased its Philip Morris (PM) stake by 4.2% in Q2 2026, buying an estimated $2.25K and bringing the position to 324 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #703.

Covestor first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $130K in Q2 2024. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Covestor held 324 shares of Philip Morris worth $59K as of Q2 2026.
  • Covestor bought 13 Philip Morris shares in Q2 2026, an estimated $2.25K.
  • Philip Morris made up 0.03% of Covestor's portfolio in Q2 2026, its #703 holding.
  • Covestor first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Philip Morris position peaked at $130K in Q2 2024.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.