GI
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GLOBALT Investments’s Philip Morris PM Stock Holding History

GLOBALT Investments’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 		$6.63M Buy
36,636
+10,150
+38% +$1.76M 0.22% 57
2026
Q1 		$4.38M Sell
26,486
-667
-2% -$116K 0.16% 75
2025
Q4 		$4.36M Sell
27,153
-1,241
-4% -$192K 0.16% 83
2025
Q3 		$4.61M Sell
28,394
-403
-1% -$67.8K 0.17% 84
2025
Q2 		$5.24M Sell
28,797
-1,346
-4% -$231K 0.2% 68
2025
Q1 		$4.78M Buy
30,143
+5,993
+25% +$849K 0.2% 77
2024
Q4 		$2.91M Sell
24,150
-169
-0.7% -$21.3K 0.11% 103
2024
Q3 		$2.95M Sell
24,319
-6,083
-20% -$707K 0.11% 105
2024
Q2 		$3.08M Sell
30,402
-271
-0.9% -$26.5K 0.12% 97
2024
Q1 		$2.81M Buy
30,673
+589
+2% +$54.3K 0.11% 99
2023
Q4 		$2.83M Buy
+30,084
New +$2.77M 0.12% 97

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

GLOBALT Investments's PM Position: Q2 2026 in Review

GLOBALT Investments increased its Philip Morris (PM) stake by 38% in Q2 2026, buying an estimated $1.76M and bringing the position to 36,636 shares worth $6.63M. The position accounts for 0.22% of the portfolio, ranked #57.

GLOBALT Investments first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • GLOBALT Investments held 36,636 shares of Philip Morris worth $6.63M as of Q2 2026.
  • GLOBALT Investments bought 10,150 Philip Morris shares in Q2 2026, an estimated $1.76M.
  • Philip Morris made up 0.22% of GLOBALT Investments's portfolio in Q2 2026, its #57 holding.
  • GLOBALT Investments first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.