Fiduciary Family Office’s Philip Morris PM Stock Holding History

Fiduciary Family Office’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 Q2	$3.33M	Sell	18,400 -768	-4%	-$133K	0.83%	19
2026 Q1	$3.17M	Buy	19,168 +3,114	+19%	+$541K	0.9%	17
2025 Q4	$2.58M	Sell	16,054 -2,978	-16%	-$461K	0.74%	19
2025 Q3	$3.09M	Sell	19,032 -2,358	-11%	-$397K	0.88%	15
2025 Q2	$3.9M	Sell	21,390 -1,298	-6%	-$223K	1.28%	11
2025 Q1	$3.6M	Buy	+22,688	New	+$3.21M	1.2%	9
2024 Q4	–	Sell	-28,078	Closed	-$3.41M	–	207
2024 Q3	$3.41M	Sell	28,078 -409	-1%	-$47.5K	1.13%	10
2024 Q2	$2.89M	Buy	28,487 +6,031	+27%	+$590K	1.14%	11
2024 Q1	$2.06M	Buy	22,456 +9,195	+69%	+$848K	0.81%	24
2023 Q4	$1.25M	Buy	+13,261	New	+$1.22M	0.55%	37

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Family Office's PM Position: Q2 2026 in Review

Fiduciary Family Office reduced its Philip Morris (PM) stake by 4% in Q2 2026, selling an estimated $133K and leaving 18,400 shares worth $3.33M. The position accounts for 0.83% of the portfolio, ranked #19.

Fiduciary Family Office first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.9M in Q2 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Fiduciary Family Office held 18,400 shares of Philip Morris worth $3.33M as of Q2 2026.
Fiduciary Family Office sold 768 Philip Morris shares in Q2 2026, an estimated $133K.
Philip Morris made up 0.83% of Fiduciary Family Office's portfolio in Q2 2026, its #19 holding.
Fiduciary Family Office first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's Philip Morris position peaked at $3.9M in Q2 2025.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.