FFO
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Fortitude Family Office’s Philip Morris PM Stock Holding History

Fortitude 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
Q2 		$157K Sell
868
-20
-2% -$3.47K 0.03% 149
2026
Q1 		$147K Buy
888
+165
+23% +$28.7K 0.03% 135
2025
Q4 		$116K Sell
723
-62
-8% -$9.61K 0.03% 175
2025
Q3 		$127K Sell
785
-12
-2% -$2.02K 0.03% 168
2025
Q2 		$145K Buy
797
+191
+32% +$32.8K 0.05% 148
2025
Q1 		$96.2K Sell
606
-1,479
-71% -$209K 0.03% 159
2024
Q4 		$251K Buy
2,085
+30
+1% +$3.79K 0.09% 112
2024
Q3 		$249K Buy
2,055
+1,737
+546% +$202K 0.1% 102
2024
Q2 		$32.2K Buy
318
+116
+57% +$11.3K 0.02% 234
2024
Q1 		$18.5K Buy
202
+63
+45% +$5.81K 0.01% 290
2023
Q4 		$13.1K Buy
+139
New +$12.8K 0.01% 369

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

Fortitude Family Office's PM Position: Q2 2026 in Review

Fortitude Family Office reduced its Philip Morris (PM) stake by 2.3% in Q2 2026, selling an estimated $3.47K and leaving 868 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #149.

Fortitude Family Office first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $251K in Q4 2024. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Fortitude Family Office held 868 shares of Philip Morris worth $157K as of Q2 2026.
  • Fortitude Family Office sold 20 Philip Morris shares in Q2 2026, an estimated $3.47K.
  • Philip Morris made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #149 holding.
  • Fortitude Family Office first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Philip Morris position peaked at $251K in Q4 2024.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.