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InceptionR’s Philip Morris PM Stock Holding History

InceptionR’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 		$2.23M Buy
13,464
+4,738
+54% +$823K 0.54% 2
2025
Q4 		$1.4M Sell
8,726
-3,214
-27% -$498K 0.39% 43
2025
Q3 		$1.94M Buy
11,940
+5,641
+90% +$949K 0.47% 9
2025
Q2 		$1.15M Buy
6,299
+194
+3% +$33.3K 0.27% 120
2025
Q1 		$969K Buy
6,105
+2,590
+74% +$367K 0.29% 114
2024
Q4 		$423K Sell
3,515
-14,272
-80% -$1.8M 0.09% 374
2024
Q3 		$2.16M Buy
17,787
+4,379
+33% +$509K 0.53% 4
2024
Q2 		$1.36M Buy
13,408
+1,035
+8% +$101K 0.38% 52
2024
Q1 		$1.13M Buy
+12,373
New +$1.14M 0.29% 114
2023
Q1 		– Sell
-14,823
Closed -$1.5M – 559
2022
Q4 		$1.5M Buy
+14,823
New +$1.4M 0.79% 1

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

InceptionR's PM Position: Q1 2026 in Review

InceptionR increased its Philip Morris (PM) stake by 54% in Q1 2026, buying an estimated $823K and bringing the position to 13,464 shares worth $2.23M. The position accounts for 0.54% of the portfolio, ranked #2.

InceptionR first reported a position in PM in Q4 2022 and has held it in 10 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • InceptionR held 13,464 shares of Philip Morris worth $2.23M as of Q1 2026.
  • InceptionR bought 4,738 Philip Morris shares in Q1 2026, an estimated $823K.
  • Philip Morris made up 0.54% of InceptionR's portfolio in Q1 2026, its #2 holding.
  • InceptionR first reported a position in Philip Morris in Q4 2022 and has held it in 10 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.