Intelligent Financial Strategies’s Philip Morris PM Stock Holding History

Intelligent Financial Strategies’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	$78.4K	Hold	470	–	–	0.04%	47
2025 Q4	$76.1K	Hold	470	–	–	0.04%	50
2025 Q3	$76.2K	Hold	470	–	–	0.04%	48
2025 Q2	$86.2K	Hold	470	–	–	0.05%	47
2025 Q1	$75.2K	Hold	470	–	–	0.04%	51
2024 Q4	$57.2K	Hold	470	–	–	0.03%	54
2024 Q3	$57.7K	Hold	470	–	–	0.03%	54
2024 Q2	$48.2K	Hold	470	–	–	0.03%	55
2024 Q1	$43.7K	Hold	470	–	–	0.03%	65
2023 Q4	$44.8K	Hold	470	–	–	0.03%	57
2023 Q3	$44.1K	Hold	470	–	–	0.03%	62
2023 Q2	$46.5K	Hold	470	–	–	0.03%	63
2023 Q1	$46.3K	Hold	470	–	–	0.04%	65
2022 Q4	$48.2K	Hold	470	–	–	0.04%	65
2022 Q3	$39K	Hold	470	–	–	0.04%	64
2022 Q2	$46K	Hold	470	–	–	0.05%	63
2022 Q1	$44K	Hold	470	–	–	0.04%	72
2021 Q4	$45K	Buy	+470	New	+$43.9K	0.04%	74

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

Intelligent Financial Strategies's PM Position: Q1 2026 in Review

Intelligent Financial Strategies held its Philip Morris (PM) position steady in Q1 2026 at 470 shares worth $78.4K. The position accounts for 0.04% of the portfolio, ranked #47.

Intelligent Financial Strategies first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $86.2K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Intelligent Financial Strategies held 470 shares of Philip Morris worth $78.4K as of Q1 2026.
Intelligent Financial Strategies left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.04% of Intelligent Financial Strategies's portfolio in Q1 2026, its #47 holding.
Intelligent Financial Strategies first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
Intelligent Financial Strategies's Philip Morris position peaked at $86.2K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.