Elm Partners Management’s Philip Morris PM Stock Holding History

Elm Partners 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 Q3	$288K	Sell	1,509 -1	-0.1%	-$189	0.01%	142
2026 Q2	$273K	Buy	1,510 +9	+0.6%	+$1.56K	0.01%	141
2026 Q1	$248K	Hold	1,501	–	–	0.01%	142
2025 Q4	$241K	Hold	1,501	–	–	0.01%	141
2025 Q3	$243K	Buy	+1,501	New	+$253K	0.01%	136

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Elm Partners Management's PM Position: Q3 2026 in Review

Elm Partners Management reduced its Philip Morris (PM) stake by 0.07% in Q3 2026, selling an estimated $189 and leaving 1,509 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #142.

Elm Partners Management first reported a position in PM in Q3 2025 and has held it in 5 quarters since. 2,384 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Elm Partners Management held 1,509 shares of Philip Morris worth $288K as of Q3 2026.
Elm Partners Management sold 1 Philip Morris share in Q3 2026, an estimated $189.
Philip Morris made up 0.01% of Elm Partners Management's portfolio in Q3 2026, its #142 holding.
Elm Partners Management first reported a position in Philip Morris in Q3 2025 and has held it in 5 quarters since.
2,384 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Elm Partners Management's 13F filing for Q3 2026, filed 12 Nov 2026.