DA
PM icon

Denali Advisors’s Philip Morris PM Stock Holding History

Denali Advisors’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 		$2.36M Sell
14,263
-34
-0.2% -$5.91K 0.26% 104
2025
Q4 		$2.29M Sell
14,297
-13
-0.1% -$2.01K 0.25% 103
2025
Q3 		$2.32M Sell
14,310
-8,937
-38% -$1.5M 0.26% 106
2025
Q2 		$4.23M Buy
23,247
+4,125
+22% +$708K 0.44% 77
2025
Q1 		$3.04M Buy
+19,122
New +$2.71M 0.35% 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

Denali Advisors's PM Position: Q1 2026 in Review

Denali Advisors reduced its Philip Morris (PM) stake by 0.24% in Q1 2026, selling an estimated $5.91K and leaving 14,263 shares worth $2.36M. The position accounts for 0.26% of the portfolio, ranked #104.

Denali Advisors first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.23M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Denali Advisors held 14,263 shares of Philip Morris worth $2.36M as of Q1 2026.
  • Denali Advisors sold 34 Philip Morris shares in Q1 2026, an estimated $5.91K.
  • Philip Morris made up 0.26% of Denali Advisors's portfolio in Q1 2026, its #104 holding.
  • Denali Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Denali Advisors's Philip Morris position peaked at $4.23M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.