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 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 $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Family Office's PM Position: Q1 2026 in Review

Fiduciary Family Office increased its Philip Morris (PM) stake by 19% in Q1 2026, buying an estimated $541K and bringing the position to 19,168 shares worth $3.17M. The position accounts for 0.9% of the portfolio, ranked #17.

Fiduciary Family Office first reported a position in PM in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.9M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Fiduciary Family Office held 19,168 shares of Philip Morris worth $3.17M as of Q1 2026.
Fiduciary Family Office bought 3,114 Philip Morris shares in Q1 2026, an estimated $541K.
Philip Morris made up 0.9% of Fiduciary Family Office's portfolio in Q1 2026, its #17 holding.
Fiduciary Family Office first reported a position in Philip Morris in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Philip Morris position peaked at $3.9M in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.