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Evelyn Partners Investment Management Services’s Philip Morris PM Stock Holding History

Evelyn Partners Investment Management Services’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 		$254K Sell
1,535
-105
-6% -$18.2K 0.03% 125
2025
Q4 		$263K Buy
1,640
+16
+1% +$2.48K 0.03% 122
2025
Q3 		$263K Buy
1,624
+175
+12% +$29.4K 0.04% 120
2025
Q2 		$264K Sell
1,449
-390
-21% -$67K 0.04% 116
2025
Q1 		$292K Sell
1,839
-23
-1% -$3.26K 0.05% 109
2024
Q4 		$224K Buy
+1,862
New +$235K 0.04% 111

Other funds holding PM

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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

Evelyn Partners Investment Management Services's PM Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Philip Morris (PM) stake by 6.4% in Q1 2026, selling an estimated $18.2K and leaving 1,535 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #125.

Evelyn Partners Investment Management Services first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $292K in Q1 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Evelyn Partners Investment Management Services held 1,535 shares of Philip Morris worth $254K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 105 Philip Morris shares in Q1 2026, an estimated $18.2K.
  • Philip Morris made up 0.03% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #125 holding.
  • Evelyn Partners Investment Management Services first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Philip Morris position peaked at $292K in Q1 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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