Fortress Private Ledger’s Philip Morris PM Stock Holding History

Fortress Private Ledger’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	$2.06M	Buy	12,453 +1,468	+13%	+$255K	0.64%	29
2025 Q4	$1.76M	Sell	10,985 -1,634	-13%	-$253K	0.58%	33
2025 Q3	$2.05M	Buy	12,619 +2,889	+30%	+$486K	0.75%	24
2025 Q2	$1.77M	Buy	9,730 +2,935	+43%	+$504K	0.8%	22
2025 Q1	$1.08M	Buy	6,795 +2,364	+53%	+$335K	0.6%	40
2024 Q4	$533K	Buy	+4,431	New	+$559K	0.33%	66

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

Fortress Private Ledger's PM Position: Q1 2026 in Review

Fortress Private Ledger increased its Philip Morris (PM) stake by 13% in Q1 2026, buying an estimated $255K and bringing the position to 12,453 shares worth $2.06M. The position accounts for 0.64% of the portfolio, ranked #29.

Fortress Private Ledger first reported a position in PM in Q4 2024 and has held it in 6 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Fortress Private Ledger held 12,453 shares of Philip Morris worth $2.06M as of Q1 2026.
Fortress Private Ledger bought 1,468 Philip Morris shares in Q1 2026, an estimated $255K.
Philip Morris made up 0.64% of Fortress Private Ledger's portfolio in Q1 2026, its #29 holding.
Fortress Private Ledger first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.