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Horizon Investment Services’s Philip Morris PM Stock Holding History

Horizon Investment Services’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 		$662K Sell
3,659
-34
-0.9% -$5.9K 0.18% 79
2026
Q1 		$611K Sell
3,693
-97
-3% -$16.9K 0.21% 80
2025
Q4 		$608K Sell
3,790
-119
-3% -$18.4K 0.22% 76
2025
Q3 		$634K Buy
3,909
+354
+10% +$59.6K 0.24% 67
2025
Q2 		$647K Sell
3,555
-66
-2% -$11.3K 0.28% 67
2025
Q1 		$575K Sell
3,621
-75
-2% -$10.6K 0.28% 66
2024
Q4 		$445K Sell
3,696
-50
-1% -$6.31K 0.19% 84
2024
Q3 		$455K Sell
3,746
-50
-1% -$5.81K 0.19% 81
2024
Q2 		$385K Sell
3,796
-153
-4% -$15K 0.18% 84
2024
Q1 		$362K Sell
3,949
-378
-9% -$34.9K 0.18% 83
2023
Q4 		$407K Sell
4,327
-191
-4% -$17.6K 0.22% 76
2023
Q3 		$418K Sell
4,518
-489
-10% -$47.1K 0.25% 73
2023
Q2 		$489K Buy
5,007
+45
+0.9% +$4.3K 0.3% 66
2023
Q1 		$483K Buy
4,962
+91
+2% +$9.07K 0.31% 72
2022
Q4 		$493K Buy
4,871
+100
+2% +$9.44K 0.36% 64
2022
Q3 		$396K Buy
4,771
+1
+0% +$95 0.29% 72
2022
Q2 		$471K Buy
4,770
+10
+0.2% +$1.02K 0.31% 72
2022
Q1 		$447K Buy
4,760
+214
+5% +$21.4K 0.23% 82
2021
Q4 		$432K Buy
4,546
+29
+0.6% +$2.71K 0.2% 91
2021
Q3 		$428K Buy
4,517
+405
+10% +$40.7K 0.21% 83
2021
Q2 		$408K Hold
4,112
– – 0.2% 80
2021
Q1 		$365K Sell
4,112
-205
-5% -$17.4K 0.2% 83
2020
Q4 		$357K Sell
4,317
-173
-4% -$13.5K 0.22% 79
2020
Q3 		$337K Hold
4,490
– – 0.22% 78
2020
Q2 		$315K Buy
+4,490
New +$327K 0.22% 82
2020
Q1 		– Sell
-2,465
Closed -$210K – 107
2019
Q4 		$210K Buy
+2,465
New +$203K 0.14% 99

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

Horizon Investment Services's PM Position: Q2 2026 in Review

Horizon Investment Services reduced its Philip Morris (PM) stake by 0.92% in Q2 2026, selling an estimated $5.9K and leaving 3,659 shares worth $662K. The position accounts for 0.18% of the portfolio, ranked #79.

Horizon Investment Services first reported a position in PM in Q4 2019 and has held it in 26 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Horizon Investment Services held 3,659 shares of Philip Morris worth $662K as of Q2 2026.
  • Horizon Investment Services sold 34 Philip Morris shares in Q2 2026, an estimated $5.9K.
  • Philip Morris made up 0.18% of Horizon Investment Services's portfolio in Q2 2026, its #79 holding.
  • Horizon Investment Services first reported a position in Philip Morris in Q4 2019 and has held it in 26 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.