FG
PM icon

Fiduciary Group’s Philip Morris PM Stock Holding History

Fiduciary Group’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 		$1.66M Sell
10,022
-617
-6% -$107K 0.14% 120
2025
Q4 		$1.71M Sell
10,639
-200
-2% -$31K 0.14% 117
2025
Q3 		$1.76M Hold
10,839
– – 0.15% 120
2025
Q2 		$1.97M Sell
10,839
-95
-0.9% -$16.3K 0.19% 106
2025
Q1 		$1.74M Sell
10,934
-163
-1% -$23.1K 0.17% 114
2024
Q4 		$1.34M Buy
11,097
+163
+1% +$20.6K 0.13% 128
2024
Q3 		$1.33M Sell
10,934
-356
-3% -$41.4K 0.13% 127
2024
Q2 		$1.14M Sell
11,290
-348
-3% -$34K 0.12% 131
2024
Q1 		$1.07M Buy
11,638
+149
+1% +$13.7K 0.12% 130
2023
Q4 		$1.08M Buy
11,489
+543
+5% +$50K 0.13% 123
2023
Q3 		$1.01M Sell
10,946
-210
-2% -$20.2K 0.13% 117
2023
Q2 		$1.09M Sell
11,156
-338
-3% -$32.3K 0.13% 114
2023
Q1 		$1.12M Sell
11,494
-444
-4% -$44.2K 0.15% 111
2022
Q4 		$1.21M Hold
11,938
– – 0.16% 105
2022
Q3 		$1.11M Buy
11,938
+217
+2% +$20.7K 0.14% 108
2022
Q2 		$1.17M Buy
11,721
+4,654
+66% +$474K 0.15% 106
2022
Q1 		$732K Sell
7,067
-200
-3% -$20K 0.1% 121
2021
Q4 		$690K Hold
7,267
– – 0.08% 142
2021
Q3 		$699K Sell
7,267
-25
-0.3% -$2.52K 0.08% 137
2021
Q2 		$725K Hold
7,292
– – 0.08% 132
2021
Q1 		$693K Hold
7,292
– – 0.08% 134
2020
Q4 		$622K Sell
7,292
-1,146
-14% -$89.2K 0.08% 135
2020
Q3 		$633K Sell
8,438
-696
-8% -$53.7K 0.1% 123
2020
Q2 		$640K Sell
9,134
-65
-0.7% -$4.74K 0.11% 118
2020
Q1 		$671K Buy
9,199
+463
+5% +$38.1K 0.13% 100
2019
Q4 		$743K Sell
8,736
-399
-4% -$32.9K 0.12% 107
2019
Q3 		$694K Buy
9,135
+130
+1% +$10.3K 0.12% 106
2019
Q2 		$707K Sell
9,005
-11
-0.1% -$909 0.13% 107
2019
Q1 		$797K Buy
9,016
+465
+5% +$37.5K 0.15% 99
2018
Q4 		$571K Sell
8,551
-448
-5% -$37.4K 0.12% 110
2018
Q3 		$734K Buy
8,999
+22
+0.2% +$1.81K 0.14% 102
2018
Q2 		$725K Sell
8,977
-217
-2% -$18.4K 0.15% 96
2018
Q1 		$914K Buy
9,194
+1,300
+16% +$135K 0.2% 89
2017
Q4 		$834K Hold
7,894
– – 0.18% 96
2017
Q3 		$876K Hold
7,894
– – 0.2% 91
2017
Q2 		$927K Hold
7,894
– – 0.21% 92
2017
Q1 		$891K Sell
7,894
-34
-0.4% -$3.51K 0.21% 91
2016
Q4 		$725K Buy
7,928
+152
+2% +$14.1K 0.19% 103
2016
Q3 		$756K Buy
7,776
+1
+0% +$100 0.2% 96
2016
Q2 		$791K Buy
7,775
+161
+2% +$16.1K 0.22% 94
2016
Q1 		$747K Sell
7,614
-49
-0.6% -$4.49K 0.22% 99
2015
Q4 		$674K Buy
7,663
+1
+0% +$87 0.2% 101
2015
Q3 		$608K Buy
7,662
+1
+0% +$82 0.2% 117
2015
Q2 		$614K Buy
+7,661
New +$630K 0.19% 129

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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

Fiduciary Group's PM Position: Q1 2026 in Review

Fiduciary Group reduced its Philip Morris (PM) stake by 5.8% in Q1 2026, selling an estimated $107K and leaving 10,022 shares worth $1.66M. The position accounts for 0.14% of the portfolio, ranked #120.

Fiduciary Group first reported a position in PM in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.97M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Fiduciary Group held 10,022 shares of Philip Morris worth $1.66M as of Q1 2026.
  • Fiduciary Group sold 617 Philip Morris shares in Q1 2026, an estimated $107K.
  • Philip Morris made up 0.14% of Fiduciary Group's portfolio in Q1 2026, its #120 holding.
  • Fiduciary Group first reported a position in Philip Morris in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's Philip Morris position peaked at $1.97M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.