Harfst & Associates’s Philip Morris PM Stock Holding History

Harfst & Associates’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	$360K	Hold	1,988	–	–	0.06%	97
2026 Q1	$329K	Hold	1,988	–	–	0.06%	108
2025 Q4	$319K	Buy	1,988 +217	+12%	+$33.6K	0.06%	98
2025 Q3	$287K	Hold	1,771	–	–	0.05%	97
2025 Q2	$323K	Hold	1,771	–	–	0.07%	85
2025 Q1	$281K	Buy	1,771 +20	+1%	+$2.83K	0.07%	110
2024 Q4	$211K	Hold	1,751	–	–	0.04%	92
2024 Q3	$213K	Buy	+1,751	New	+$203K	0.05%	93
2018 Q1	–	Sell	-2,000	Closed	-$211K	–	84
2017 Q4	$211K	Hold	2,000	–	–	0.09%	82
2017 Q3	$222K	Hold	2,000	–	–	0.09%	79
2017 Q2	$234K	Sell	2,000 -117	-6%	-$13.6K	0.09%	78
2017 Q1	$239K	Buy	+2,117	New	+$218K	0.1%	59
2016 Q4	–	Sell	-2,197	Closed	-$213K	–	73
2016 Q3	$213K	Buy	2,197 +197	+10%	+$19.7K	0.11%	66
2016 Q2	$203K	Sell	2,000 -215	-10%	-$21.4K	0.08%	100
2016 Q1	$217K	Buy	2,215 +215	+11%	+$19.7K	0.14%	66
2015 Q4	$175K	Hold	2,000	–	–	0.07%	105
2015 Q3	$159K	Hold	2,000	–	–	0.07%	106
2015 Q2	$160K	Buy	+2,000	New	+$165K	0.09%	92

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harfst & Associates's PM Position: Q2 2026 in Review

Harfst & Associates held its Philip Morris (PM) position steady in Q2 2026 at 1,988 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #97.

Harfst & Associates first reported a position in PM in Q2 2015 and has held it in 18 quarters since. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Harfst & Associates held 1,988 shares of Philip Morris worth $360K as of Q2 2026.
Harfst & Associates left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.06% of Harfst & Associates's portfolio in Q2 2026, its #97 holding.
Harfst & Associates first reported a position in Philip Morris in Q2 2015 and has held it in 18 quarters since.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.