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Equitable Holdings’s Philip Morris PM Stock Holding History

Equitable Holdings’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 		$17.3M Buy
106,309
+54,231
+104% +$9.42M 0.11% 172
2025
Q4 		$8.35M Buy
52,078
+6,584
+14% +$1.02M 0.06% 257
2025
Q3 		$7.38M Sell
45,494
-508
-1% -$85.5K 0.05% 263
2025
Q2 		$8.38M Buy
46,002
+6,650
+17% +$1.14M 0.07% 232
2025
Q1 		$6.25M Buy
39,352
+1,284
+3% +$182K 0.06% 255
2024
Q4 		$4.58M Buy
38,068
+1,736
+5% +$219K 0.04% 301
2024
Q3 		$4.41M Buy
36,332
+3,141
+9% +$365K 0.04% 303
2024
Q2 		$3.36M Buy
33,191
+193
+0.6% +$18.9K 0.04% 345
2024
Q1 		$3.02M Buy
32,998
+2,623
+9% +$242K 0.03% 344
2023
Q4 		$2.86M Buy
30,375
+2,597
+9% +$239K 0.04% 323
2023
Q3 		$2.57M Buy
27,778
+1,242
+5% +$120K 0.04% 304
2023
Q2 		$2.59M Buy
26,536
+4,386
+20% +$419K 0.04% 294
2023
Q1 		$2.15M Buy
22,150
+6,145
+38% +$612K 0.03% 309
2022
Q4 		$1.62M Buy
16,005
+1,566
+11% +$148K 0.03% 333
2022
Q3 		$1.2M Buy
14,439
+2,370
+20% +$226K 0.02% 365
2022
Q2 		$1.19M Sell
12,069
-364
-3% -$37.1K 0.02% 368
2022
Q1 		$1.17M Buy
12,433
+769
+7% +$76.9K 0.02% 376
2021
Q4 		$1.11M Buy
11,664
+960
+9% +$89.7K 0.02% 375
2021
Q3 		$1.01M Sell
10,704
-261
-2% -$26.3K 0.02% 376
2021
Q2 		$1.09M Buy
10,965
+564
+5% +$54.1K 0.02% 354
2021
Q1 		$923K Sell
10,401
-828
-7% -$70.3K 0.02% 364
2020
Q4 		$930K Buy
11,229
+22
+0.2% +$1.71K 0.02% 335
2020
Q3 		$840K Sell
11,207
-472
-4% -$36.4K 0.02% 330
2020
Q2 		$818K Buy
11,679
+773
+7% +$56.4K 0.02% 329
2020
Q1 		$796K Buy
10,906
+561
+5% +$46.2K 0.03% 297
2019
Q4 		$880K Buy
+10,345
New +$853K 0.03% 311

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

Equitable Holdings's PM Position: Q1 2026 in Review

Equitable Holdings increased its Philip Morris (PM) stake by 104% in Q1 2026, buying an estimated $9.42M and bringing the position to 106,309 shares worth $17.3M. The position accounts for 0.11% of the portfolio, ranked #172.

Equitable Holdings first reported a position in PM in Q4 2019 and has held it in 26 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Equitable Holdings held 106,309 shares of Philip Morris worth $17.3M as of Q1 2026.
  • Equitable Holdings bought 54,231 Philip Morris shares in Q1 2026, an estimated $9.42M.
  • Philip Morris made up 0.11% of Equitable Holdings's portfolio in Q1 2026, its #172 holding.
  • Equitable Holdings first reported a position in Philip Morris in Q4 2019 and has held it in 26 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.