Hillsdale Investment Management’s Philip Morris PM Stock Holding History

Hillsdale Investment Management’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	$605K	Sell	3,661 -10,945	-75%	-$1.9M	0.02%	416
2025 Q4	$2.34M	Buy	14,606 +1,445	+11%	+$224K	0.06%	317
2025 Q3	$2.13M	Sell	13,161 -5,760	-30%	-$969K	0.06%	312
2025 Q2	$3.45M	Buy	18,921 +17,300	+1,067%	+$2.97M	0.13%	215
2025 Q1	$257K	Sell	1,621 -4,440	-73%	-$629K	0.01%	405
2024 Q4	$729K	Buy	6,061 +2,890	+91%	+$365K	0.04%	307
2024 Q3	$385K	Buy	3,171 +2,011	+173%	+$234K	0.03%	355
2024 Q2	$118K	Sell	1,160 -540	-32%	-$52.8K	0.01%	415
2024 Q1	$156K	Buy	1,700 +300	+21%	+$27.7K	0.01%	398
2023 Q4	$132K	Hold	1,400	–	–	0.01%	398
2023 Q3	$130K	Buy	1,400 +730	+109%	+$70.3K	0.01%	376
2023 Q2	$65.4K	Hold	670	–	–	0.01%	395
2023 Q1	$65.2K	Sell	670 -60	-8%	-$5.98K	0.01%	491
2022 Q4	$73.9K	Buy	730 +180	+33%	+$17K	0.01%	471
2022 Q3	$46K	Hold	550	–	–	﹤0.01%	469
2022 Q2	$54K	Sell	550 -540	-50%	-$55.1K	﹤0.01%	455
2022 Q1	$103K	Buy	1,090 +420	+63%	+$42K	0.01%	434
2021 Q4	$64K	Hold	670	–	–	﹤0.01%	474
2021 Q3	$64K	Hold	670	–	–	﹤0.01%	457
2021 Q2	$66K	Hold	670	–	–	0.01%	446
2021 Q1	$59K	Hold	670	–	–	﹤0.01%	441
2020 Q4	$55K	Hold	670	–	–	0.01%	432
2020 Q3	$50K	Hold	670	–	–	﹤0.01%	428
2020 Q2	$47K	Hold	670	–	–	﹤0.01%	431
2020 Q1	$49K	Hold	670	–	–	0.01%	438
2019 Q4	$57K	Hold	670	–	–	0.01%	438
2019 Q3	$51K	Hold	670	–	–	﹤0.01%	445
2019 Q2	$53K	Hold	670	–	–	0.01%	440
2019 Q1	$59K	Buy	+670	New	+$54K	0.01%	421
2018 Q2	–	Sell	-25	Closed	-$2K	–	539
2018 Q1	$2K	Sell	25 -5	-17%	-$521	﹤0.01%	443
2017 Q4	$3K	Buy	30 +5	+20%	+$533	﹤0.01%	434
2017 Q3	$3K	Hold	25	–	–	﹤0.01%	418
2017 Q2	$3K	Hold	25	–	–	﹤0.01%	416
2017 Q1	$3K	Sell	25 -10	-29%	-$1.03K	﹤0.01%	422
2016 Q4	$3K	Sell	35 -6,665	-99%	-$618K	﹤0.01%	428
2016 Q3	$652K	Sell	6,700 -5	-0.1%	-$501	0.17%	82
2016 Q2	$682K	Buy	6,705 +55	+0.8%	+$5.49K	0.2%	68
2016 Q1	$652K	Sell	6,650 -50	-0.7%	-$4.58K	0.22%	63
2015 Q4	$589K	Sell	6,700 -1,040	-13%	-$90.3K	0.22%	59
2015 Q3	$614K	Sell	7,740 -3,900	-34%	-$321K	0.21%	81
2015 Q2	$933K	Buy	11,640 +9,140	+366%	+$752K	0.28%	58
2015 Q1	$188K	Sell	2,500 -9,300	-79%	-$755K	0.05%	347
2014 Q4	$961K	Buy	11,800 +7,600	+181%	+$653K	0.25%	69
2014 Q3	$350K	Sell	4,200 -900	-18%	-$76.1K	0.11%	143
2014 Q2	$430K	Buy	5,100 +100	+2%	+$8.61K	0.1%	114
2014 Q1	$409K	Hold	5,000	–	–	0.11%	117
2013 Q4	$436K	Buy	5,000 +400	+9%	+$34.9K	0.13%	116
2013 Q3	$398K	Buy	4,600 +2,600	+130%	+$227K	0.12%	126
2013 Q2	$173K	Buy	+2,000	New	+$186K	0.06%	316

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's PM Position: Q1 2026 in Review

Hillsdale Investment Management reduced its Philip Morris (PM) stake by 75% in Q1 2026, selling an estimated $1.9M and leaving 3,661 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #416.

Hillsdale Investment Management first reported a position in PM in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.45M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Hillsdale Investment Management held 3,661 shares of Philip Morris worth $605K as of Q1 2026.
Hillsdale Investment Management sold 10,945 Philip Morris shares in Q1 2026, an estimated $1.9M.
Philip Morris made up 0.02% of Hillsdale Investment Management's portfolio in Q1 2026, its #416 holding.
Hillsdale Investment Management first reported a position in Philip Morris in Q2 2013 and has held it in 49 quarters since.
Hillsdale Investment Management's Philip Morris position peaked at $3.45M in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.