Evelyn Partners Investment Management (Europe)’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$136K Hold
820
0.05% 98
2025
Q4
$132K Hold
820
0.04% 100
2025
Q3
$133K Hold
820
0.05% 96
2025
Q2
$149K Hold
820
0.05% 90
2025
Q1
$130K Hold
820
0.05% 90
2024
Q4
$98.7K Buy
+820
New +$103K 0.04% 99

Other funds holding PM

Evelyn Partners Investment Management (Europe)'s PM Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Philip Morris (PM) position steady in Q1 2026 at 820 shares worth $136K. The position accounts for 0.05% of the portfolio, ranked #98.

Evelyn Partners Investment Management (Europe) first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $149K in Q2 2025. 2,862 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 820 shares of Philip Morris worth $136K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.05% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #98 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Philip Morris position peaked at $149K in Q2 2025.
  • 2,862 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.