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Edgestream Partners’s Philip Morris PM Stock Holding History

Edgestream Partners’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 		$1.79M Buy
9,895
+4,902
+98% +$850K 0.05% 549
2026
Q1 		$826K Buy
4,993
+653
+15% +$113K 0.03% 664
2025
Q4 		$696K Sell
4,340
-43
-1% -$6.66K 0.02% 754
2025
Q3 		$711K Sell
4,383
-16,387
-79% -$2.76M 0.02% 684
2025
Q2 		$3.78M Buy
+20,770
New +$3.57M 0.11% 367
2025
Q1 		– Sell
-3,931
Closed -$473K – 1008
2024
Q4 		$473K Sell
3,931
-9,241
-70% -$1.17M 0.02% 698
2024
Q3 		$1.6M Buy
13,172
+7,784
+144% +$904K 0.07% 464
2024
Q2 		$546K Sell
5,388
-60,984
-92% -$5.96M 0.03% 655
2024
Q1 		$6.08M Buy
66,372
+53,262
+406% +$4.91M 0.3% 60
2023
Q4 		$1.23M Buy
13,110
+2,390
+22% +$220K 0.09% 384
2023
Q3 		$992K Buy
+10,720
New +$1.03M 0.08% 402
2023
Q2 		– Sell
-4,252
Closed -$414K – 872
2023
Q1 		$414K Buy
+4,252
New +$424K 0.05% 427
2022
Q4 		– Sell
-2,949
Closed -$245K – 609
2022
Q3 		$245K Buy
+2,949
New +$281K 0.02% 414
2022
Q2 		– Sell
-11,086
Closed -$1.04M – 609
2022
Q1 		$1.04M Buy
+11,086
New +$1.11M 0.08% 324
2021
Q4 		– Sell
-2,947
Closed -$279K – 564
2021
Q3 		$279K Buy
+2,947
New +$296K 0.02% 439
2020
Q3 		– Sell
-60,217
Closed -$4.22M – 343
2020
Q2 		$4.22M Buy
60,217
+4,079
+7% +$297K 0.22% 131
2020
Q1 		$4.1M Sell
56,138
-118,514
-68% -$9.75M 0.38% 87
2019
Q4 		$14.9M Sell
174,652
-4,765
-3% -$393K 0.77% 37
2019
Q3 		$13.6M Buy
179,417
+78,524
+78% +$6.22M 1.3% 15
2019
Q2 		$7.92M Buy
+100,893
New +$8.33M 0.89% 35
2018
Q3 		– Sell
-29,598
Closed -$2.39M – 319
2018
Q2 		$2.39M Sell
29,598
-25,612
-46% -$2.17M 0.49% 70
2018
Q1 		$5.49M Buy
+55,210
New +$5.75M 1.08% 19

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

Edgestream Partners's PM Position: Q2 2026 in Review

Edgestream Partners increased its Philip Morris (PM) stake by 98% in Q2 2026, buying an estimated $850K and bringing the position to 9,895 shares worth $1.79M. The position accounts for 0.05% of the portfolio, ranked #549.

Edgestream Partners first reported a position in PM in Q1 2018 and has held it in 22 quarters since. The position peaked at $14.9M in Q4 2019. 2,925 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Edgestream Partners held 9,895 shares of Philip Morris worth $1.79M as of Q2 2026.
  • Edgestream Partners bought 4,902 Philip Morris shares in Q2 2026, an estimated $850K.
  • Philip Morris made up 0.05% of Edgestream Partners's portfolio in Q2 2026, its #549 holding.
  • Edgestream Partners first reported a position in Philip Morris in Q1 2018 and has held it in 22 quarters since.
  • Edgestream Partners's Philip Morris position peaked at $14.9M in Q4 2019.
  • 2,925 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.