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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
Q2 		$1.28M Sell
7,048
-393
-5% -$68.2K 0.12% 95
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 $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

Guardian Partners's PM Position: Q2 2026 in Review

Guardian Partners reduced its Philip Morris (PM) stake by 5.3% in Q2 2026, selling an estimated $68.2K and leaving 7,048 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #95.

Guardian Partners first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2025. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Guardian Partners held 7,048 shares of Philip Morris worth $1.28M as of Q2 2026.
  • Guardian Partners sold 393 Philip Morris shares in Q2 2026, an estimated $68.2K.
  • Philip Morris made up 0.12% of Guardian Partners's portfolio in Q2 2026, its #95 holding.
  • Guardian Partners first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Philip Morris position peaked at $1.34M in Q4 2025.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.