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Guardian Partners’s Philip Morris PM Stock Holding History

Guardian Partners’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 		$1.23M Buy
7,441
+1
+0% +$174 0.1% 110
2025
Q4 		$1.34M Buy
7,440
+1,715
+30% +$266K 0.11% 112
2025
Q3 		$921K Hold
5,725
– – 0.08% 118
2025
Q2 		$1.02M Hold
5,725
– – 0.09% 114
2025
Q1 		$962K Sell
5,725
-50
-0.9% -$7.08K 0.1% 108
2024
Q4 		$704K Buy
+5,775
New +$729K 0.07% 115

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

Guardian Partners's PM Position: Q1 2026 in Review

Guardian Partners increased its Philip Morris (PM) stake by 0.01% in Q1 2026, buying an estimated $174 and bringing the position to 7,441 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #110.

Guardian Partners first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Guardian Partners held 7,441 shares of Philip Morris worth $1.23M as of Q1 2026.
  • Guardian Partners bought 1 Philip Morris share in Q1 2026, an estimated $174.
  • Philip Morris made up 0.1% of Guardian Partners's portfolio in Q1 2026, its #110 holding.
  • Guardian Partners first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Philip Morris position peaked at $1.34M in Q4 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.