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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GLOBALT Investments's PM Position: Q1 2026 in Review

GLOBALT Investments reduced its Philip Morris (PM) stake by 2.5% in Q1 2026, selling an estimated $116K and leaving 26,486 shares worth $4.38M. The position accounts for 0.16% of the portfolio, ranked #75.

GLOBALT Investments first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.24M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • GLOBALT Investments held 26,486 shares of Philip Morris worth $4.38M as of Q1 2026.
  • GLOBALT Investments sold 667 Philip Morris shares in Q1 2026, an estimated $116K.
  • Philip Morris made up 0.16% of GLOBALT Investments's portfolio in Q1 2026, its #75 holding.
  • GLOBALT Investments first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's Philip Morris position peaked at $5.24M in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.