Hoese & Co’s Philip Morris PM Stock Holding History

Hoese & Co’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	$145K	Buy	+800	New	+$139K	0.09%	61
2025 Q3	–	Sell	-500	Closed	-$91.1K	–	144
2025 Q2	$91.1K	Hold	500	–	–	0.07%	66
2025 Q1	$79.4K	Hold	500	–	–	0.07%	52
2024 Q4	$60.2K	Hold	500	–	–	0.05%	61
2024 Q3	$60.7K	Hold	500	–	–	0.05%	62
2024 Q2	$50.7K	Hold	500	–	–	0.04%	64
2024 Q1	$45K	Hold	500	–	–	0.04%	68
2023 Q4	$46.7K	Hold	500	–	–	0.05%	67
2023 Q3	$46.3K	Hold	500	–	–	0.05%	68
2023 Q2	$48.8K	Hold	500	–	–	0.05%	75
2023 Q1	$48.6K	Hold	500	–	–	0.06%	74
2022 Q4	$50K	Hold	500	–	–	0.05%	76
2022 Q3	$42K	Hold	500	–	–	0.05%	79
2022 Q2	$49K	Hold	500	–	–	0.06%	81
2022 Q1	$47K	Hold	500	–	–	0.05%	86
2021 Q4	$48K	Hold	500	–	–	0.05%	91
2021 Q3	$47K	Hold	500	–	–	0.05%	90
2021 Q2	$50K	Buy	+500	New	+$48K	0.06%	87

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

Hoese & Co's PM Position: Q2 2026 in Review

Hoese & Co opened a new position in Philip Morris (PM) in Q2 2026: 800 shares worth $145K. The stake represents 0.09% of the portfolio and ranks #61 among its holdings. This is a return to the name: Hoese & Co previously reported a position in PM as recently as Q2 2025.

Hoese & Co first reported a position in PM in Q2 2021 and has held it in 18 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Hoese & Co held 800 shares of Philip Morris worth $145K as of Q2 2026.
Philip Morris was a new Hoese & Co position in Q2 2026.
Philip Morris made up 0.09% of Hoese & Co's portfolio in Q2 2026, its #61 holding.
Hoese & Co first reported a position in Philip Morris in Q2 2021 and has held it in 18 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.