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ICW Investment Advisors’s Philip Morris PM Stock Holding History

ICW Investment Advisors’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 		$1.25M Buy
7,547
+33
+0.4% +$5.73K 0.45% 76
2025
Q4 		$1.21M Sell
7,514
-32
-0.4% -$4.96K 0.44% 80
2025
Q3 		$1.22M Buy
7,546
+185
+3% +$31.1K 0.44% 83
2025
Q2 		$1.34M Sell
7,361
-33
-0.4% -$5.67K 0.53% 75
2025
Q1 		$1.17M Sell
7,394
-39
-0.5% -$5.52K 0.48% 83
2024
Q4 		$895K Sell
7,433
-298
-4% -$37.6K 0.37% 94
2024
Q3 		$939K Sell
7,731
-326
-4% -$37.9K 0.39% 91
2024
Q2 		$816K Sell
8,057
-443
-5% -$43.3K 0.37% 95
2024
Q1 		$779K Sell
8,500
-251
-3% -$23.1K 0.35% 94
2023
Q4 		$823K Sell
8,751
-350
-4% -$32.2K 0.4% 90
2023
Q3 		$843K Sell
9,101
-321
-3% -$30.9K 0.45% 86
2023
Q2 		$920K Sell
9,422
-229
-2% -$21.9K 0.49% 82
2023
Q1 		$939K Buy
9,651
+126
+1% +$12.6K 0.53% 77
2022
Q4 		$964K Sell
9,525
-180
-2% -$17K 0.58% 70
2022
Q3 		$806K Buy
9,705
+91
+0.9% +$8.68K 0.54% 76
2022
Q2 		$949K Buy
9,614
+100
+1% +$10.2K 0.6% 69
2022
Q1 		$894K Buy
9,514
+27
+0.3% +$2.7K 0.51% 76
2021
Q4 		$901K Sell
9,487
-719
-7% -$67.2K 0.5% 78
2021
Q3 		$967K Buy
10,206
+36
+0.4% +$3.62K 0.62% 67
2021
Q2 		$1.01M Sell
10,170
-419
-4% -$40.2K 0.66% 67
2021
Q1 		$940K Sell
10,589
-1,264
-11% -$107K 0.65% 66
2020
Q4 		$966K Sell
11,853
-921
-7% -$71.7K 0.69% 60
2020
Q3 		$958K Buy
12,774
+162
+1% +$12.5K 0.72% 59
2020
Q2 		$884K Buy
12,612
+201
+2% +$14.7K 0.72% 60
2020
Q1 		$905K Buy
12,411
+760
+7% +$62.5K 0.86% 57
2019
Q4 		$991K Buy
+11,651
New +$960K 0.8% 58

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ICW Investment Advisors's PM Position: Q1 2026 in Review

ICW Investment Advisors increased its Philip Morris (PM) stake by 0.44% in Q1 2026, buying an estimated $5.73K and bringing the position to 7,547 shares worth $1.25M. The position accounts for 0.45% of the portfolio, ranked #76.

ICW Investment Advisors first reported a position in PM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.34M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • ICW Investment Advisors held 7,547 shares of Philip Morris worth $1.25M as of Q1 2026.
  • ICW Investment Advisors bought 33 Philip Morris shares in Q1 2026, an estimated $5.73K.
  • Philip Morris made up 0.45% of ICW Investment Advisors's portfolio in Q1 2026, its #76 holding.
  • ICW Investment Advisors first reported a position in Philip Morris in Q4 2019 and has held it in 26 quarters since.
  • ICW Investment Advisors's Philip Morris position peaked at $1.34M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.