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Forefront Analytics’s Philip Morris PM Stock Holding History

Forefront Analytics’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 		$265K Buy
1,463
+13
+0.9% +$2.25K 0.29% 28
2026
Q1 		$240K Buy
1,450
+13
+0.9% +$2.26K 0.22% 31
2025
Q4 		$230K Buy
1,437
+13
+0.9% +$2.01K 0.2% 33
2025
Q3 		$231K Buy
1,424
+11
+0.8% +$1.85K 0.22% 36
2025
Q2 		$257K Buy
1,413
+12
+0.9% +$2.06K 0.29% 34
2025
Q1 		$222K Buy
+1,401
New +$198K 0.26% 29
2024
Q3 		– Sell
-2,738
Closed -$278K – 70
2024
Q2 		$278K Buy
+2,738
New +$268K 0.13% 55
2020
Q2 		– Sell
-1,147
Closed -$83.7K – 120
2020
Q1 		$83.7K Buy
+1,147
New +$94.4K 0.07% 58

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forefront Analytics's PM Position: Q2 2026 in Review

Forefront Analytics increased its Philip Morris (PM) stake by 0.9% in Q2 2026, buying an estimated $2.25K and bringing the position to 1,463 shares worth $265K. The position accounts for 0.29% of the portfolio, ranked #28.

Forefront Analytics first reported a position in PM in Q1 2020 and has held it in 8 quarters since. The position peaked at $278K in Q2 2024. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Forefront Analytics held 1,463 shares of Philip Morris worth $265K as of Q2 2026.
  • Forefront Analytics bought 13 Philip Morris shares in Q2 2026, an estimated $2.25K.
  • Philip Morris made up 0.29% of Forefront Analytics's portfolio in Q2 2026, its #28 holding.
  • Forefront Analytics first reported a position in Philip Morris in Q1 2020 and has held it in 8 quarters since.
  • Forefront Analytics's Philip Morris position peaked at $278K in Q2 2024.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Forefront Analytics's 13F filing for Q2 2026, filed 13 Aug 2026.