Evelyn Partners’s Philip Morris PM Stock Holding History

Evelyn Partners’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 Q3	$1.49M	Sell	7,814 -372	-5%	-$70.3K	0.02%	171
2026 Q2	$1.48M	Buy	+8,186	New	+$1.42M	﹤0.01%	161

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Evelyn Partners's PM Position: Q3 2026 in Review

Evelyn Partners reduced its Philip Morris (PM) stake by 4.5% in Q3 2026, selling an estimated $70.3K and leaving 7,814 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #171.

Evelyn Partners first reported a position in PM in Q2 2026 and has held it in 2 quarters since. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Evelyn Partners held 7,814 shares of Philip Morris worth $1.49M as of Q3 2026.
Evelyn Partners sold 372 Philip Morris shares in Q3 2026, an estimated $70.3K.
Philip Morris made up 0.02% of Evelyn Partners's portfolio in Q3 2026, its #171 holding.
Evelyn Partners first reported a position in Philip Morris in Q2 2026 and has held it in 2 quarters since.
2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.