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FORA Capital’s Philip Morris PM Stock Holding History

FORA Capital’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 		– Sell
-42,025
Closed -$6.74M – 567
2025
Q4 		$6.74M Buy
42,025
+12,027
+40% +$1.86M 0.82% 25
2025
Q3 		$4.87M Buy
+29,998
New +$5.05M 0.86% 19
2025
Q2 		– Sell
-8,492
Closed -$1.35M – 659
2025
Q1 		$1.35M Buy
+8,492
New +$1.2M 0.14% 195
2024
Q3 		– Sell
-42,104
Closed -$4.27M – 538
2024
Q2 		$4.27M Sell
42,104
-11,166
-21% -$1.09M 0.52% 61
2024
Q1 		$4.88M Sell
53,270
-52,852
-50% -$4.87M 0.4% 84
2023
Q4 		$9.98M Buy
106,122
+100,079
+1,656% +$9.22M 0.86% 20
2023
Q3 		$559K Buy
+6,043
New +$582K 0.05% 314
2023
Q2 		– Sell
-44,186
Closed -$4.3M – 561
2023
Q1 		$4.3M Buy
44,186
+35,074
+385% +$3.5M 0.43% 61
2022
Q4 		$922K Buy
+9,112
New +$860K 0.15% 176
2022
Q3 		– Sell
-19,835
Closed -$1.96M – 529
2022
Q2 		$1.96M Buy
19,835
+12,105
+157% +$1.23M 0.39% 81
2022
Q1 		$726K Buy
+7,730
New +$773K 0.13% 216
2021
Q3 		– Sell
-20,441
Closed -$2.03M – 732
2021
Q2 		$2.03M Buy
20,441
+13,075
+178% +$1.25M 0.38% 66
2021
Q1 		$654K Sell
7,366
-6,173
-46% -$524K 0.21% 116
2020
Q4 		$1.12M Buy
13,539
+6,551
+94% +$510K 0.17% 134
2020
Q3 		$524K Buy
+6,988
New +$539K 0.34% 58
2020
Q2 		– Sell
-19,003
Closed -$1.39M – 1224
2020
Q1 		$1.39M Sell
19,003
-33,291
-64% -$2.74M 0.3% 80
2019
Q4 		$4.45M Buy
+52,294
New +$4.31M 0.45% 34

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

FORA Capital's PM Position: Q1 2026 in Review

FORA Capital sold out of Philip Morris (PM) in Q1 2026, closing a stake of 42,025 shares — an estimated $6.74M sold.

FORA Capital first reported a position in PM in Q4 2019 and held it in 17 quarters. The position peaked at $9.98M in Q4 2023. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • FORA Capital reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 42,025 Philip Morris shares in Q1 2026, an estimated $6.74M.
  • FORA Capital first reported a position in Philip Morris in Q4 2019 and held it in 17 quarters.
  • FORA Capital's Philip Morris position peaked at $9.98M in Q4 2023.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.