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

Evelyn Partners 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 		$842K Sell
5,092
-39
-0.8% -$6.78K 0.02% 135
2025
Q4 		$823K Sell
5,131
-125
-2% -$19.4K 0.02% 139
2025
Q3 		$853K Buy
5,256
+90
+2% +$15.1K 0.02% 140
2025
Q2 		$941K Buy
5,166
+120
+2% +$20.6K 0.03% 136
2025
Q1 		$801K Hold
5,046
– – 0.03% 135
2024
Q4 		$607K Buy
+5,046
New +$637K 0.02% 143

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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's PM Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Philip Morris (PM) stake by 0.76% in Q1 2026, selling an estimated $6.78K and leaving 5,092 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #135.

Evelyn Partners Investment Management first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $941K in Q2 2025. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Evelyn Partners Investment Management held 5,092 shares of Philip Morris worth $842K as of Q1 2026.
  • Evelyn Partners Investment Management sold 39 Philip Morris shares in Q1 2026, an estimated $6.78K.
  • Philip Morris made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #135 holding.
  • Evelyn Partners Investment Management first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Philip Morris position peaked at $941K in Q2 2025.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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