Foster & Motley’s Philip Morris PM Stock Holding History

Foster & Motley’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	$235K	Sell	1,422 -79	-5%	-$13.7K	0.01%	381
2025 Q4	$241K	Hold	1,501	–	–	0.01%	370
2025 Q3	$243K	Sell	1,501 -2	-0.1%	-$336	0.01%	373
2025 Q2	$274K	Sell	1,503 -66	-4%	-$11.3K	0.02%	354
2025 Q1	$249K	Buy	+1,569	New	+$222K	0.02%	354
2015 Q1	–	Sell	-2,657	Closed	-$216K	–	183
2014 Q4	$216K	Sell	2,657 -784	-23%	-$67.3K	0.05%	163
2014 Q3	$287K	Sell	3,441 -4,022	-54%	-$340K	0.07%	143
2014 Q2	$629K	Sell	7,463 -11,531	-61%	-$993K	0.15%	112
2014 Q1	$1.55M	Sell	18,994 -4,017	-17%	-$325K	0.38%	73
2013 Q4	$2M	Sell	23,011 -4,868	-17%	-$425K	0.51%	61
2013 Q3	$2.41M	Sell	27,879 -3,892	-12%	-$340K	0.64%	57
2013 Q2	$2.75M	Buy	+31,771	New	+$2.95M	0.77%	54

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

Foster & Motley's PM Position: Q1 2026 in Review

Foster & Motley reduced its Philip Morris (PM) stake by 5.3% in Q1 2026, selling an estimated $13.7K and leaving 1,422 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #381.

Foster & Motley first reported a position in PM in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.75M in Q2 2013. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Foster & Motley held 1,422 shares of Philip Morris worth $235K as of Q1 2026.
Foster & Motley sold 79 Philip Morris shares in Q1 2026, an estimated $13.7K.
Philip Morris made up 0.01% of Foster & Motley's portfolio in Q1 2026, its #381 holding.
Foster & Motley first reported a position in Philip Morris in Q2 2013 and has held it in 12 quarters since.
Foster & Motley's Philip Morris position peaked at $2.75M in Q2 2013.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.