Essex Investment Management’s Philip Morris PM Stock Holding History

Essex Investment 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 Q1	$66.5K	Hold	402	–	–	0.01%	246
2025 Q4	$64.5K	Hold	402	–	–	0.01%	245
2025 Q3	$65.2K	Hold	402	–	–	0.01%	242
2025 Q2	$73.2K	Hold	402	–	–	0.01%	233
2025 Q1	$63.8K	Hold	402	–	–	0.01%	234
2024 Q4	$48.4K	Hold	402	–	–	0.01%	246
2024 Q3	$48.8K	Hold	402	–	–	0.01%	259
2024 Q2	$40.7K	Hold	402	–	–	0.01%	263
2024 Q1	$36.8K	Hold	402	–	–	0.01%	263
2023 Q4	$37.8K	Hold	402	–	–	0.01%	272
2023 Q3	$37.2K	Hold	402	–	–	0.01%	318
2023 Q2	$39.2K	Hold	402	–	–	0.01%	326
2023 Q1	$39.1K	Hold	402	–	–	0.01%	331
2022 Q4	$41K	Hold	402	–	–	0.01%	324
2022 Q3	$33K	Hold	402	–	–	0.01%	326
2022 Q2	$40K	Hold	402	–	–	0.01%	332
2022 Q1	$38K	Hold	402	–	–	﹤0.01%	334
2021 Q4	$38K	Hold	402	–	–	﹤0.01%	343
2021 Q3	$38K	Hold	402	–	–	﹤0.01%	357
2021 Q2	$40K	Hold	402	–	–	﹤0.01%	359
2021 Q1	$36K	Hold	402	–	–	﹤0.01%	380
2020 Q4	$33K	Hold	402	–	–	﹤0.01%	401
2020 Q3	$30K	Hold	402	–	–	﹤0.01%	402
2020 Q2	$28K	Hold	402	–	–	﹤0.01%	358
2020 Q1	$29K	Hold	402	–	–	0.01%	344
2019 Q4	$34K	Hold	402	–	–	﹤0.01%	417
2019 Q3	$31K	Hold	402	–	–	﹤0.01%	409
2019 Q2	$32K	Hold	402	–	–	﹤0.01%	415
2019 Q1	$36K	Hold	402	–	–	0.01%	409
2018 Q4	$27K	Buy	+402	New	+$33.6K	﹤0.01%	418

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Investment Management's PM Position: Q1 2026 in Review

Essex Investment Management held its Philip Morris (PM) position steady in Q1 2026 at 402 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #246.

Essex Investment Management first reported a position in PM in Q4 2018 and has held it in 30 quarters since. The position peaked at $73.2K in Q2 2025. 2,861 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Essex Investment Management held 402 shares of Philip Morris worth $66.5K as of Q1 2026.
Essex Investment Management left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #246 holding.
Essex Investment Management first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
Essex Investment Management's Philip Morris position peaked at $73.2K in Q2 2025.
2,861 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.