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 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 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

Forefront Analytics's PM Position: Q1 2026 in Review

Forefront Analytics increased its Philip Morris (PM) stake by 0.9% in Q1 2026, buying an estimated $2.26K and bringing the position to 1,450 shares worth $240K. The position accounts for 0.22% of the portfolio, ranked #31.

Forefront Analytics first reported a position in PM in Q1 2020 and has held it in 7 quarters since. The position peaked at $278K in Q2 2024. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Forefront Analytics held 1,450 shares of Philip Morris worth $240K as of Q1 2026.
Forefront Analytics bought 13 Philip Morris shares in Q1 2026, an estimated $2.26K.
Philip Morris made up 0.22% of Forefront Analytics's portfolio in Q1 2026, its #31 holding.
Forefront Analytics first reported a position in Philip Morris in Q1 2020 and has held it in 7 quarters since.
Forefront Analytics's Philip Morris position peaked at $278K in Q2 2024.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Forefront Analytics's 13F filing for Q1 2026, filed 13 May 2026.