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Ironwood Investment Counsel’s Philip Morris PM Stock Holding History

Ironwood Investment Counsel’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 		$503K Buy
3,041
+125
+4% +$21.7K 0.07% 177
2025
Q4 		$468K Buy
2,916
+180
+7% +$27.9K 0.07% 178
2025
Q3 		$444K Sell
2,736
-129
-5% -$21.7K 0.06% 184
2025
Q2 		$522K Buy
2,865
+297
+12% +$51K 0.08% 163
2025
Q1 		$408K Buy
2,568
+162
+7% +$22.9K 0.07% 176
2024
Q4 		$290K Buy
2,406
+3
+0.1% +$378 0.05% 206
2024
Q3 		$292K Buy
2,403
+3
+0.1% +$349 0.05% 211
2024
Q2 		$243K Buy
2,400
+3
+0.1% +$293 0.04% 227
2024
Q1 		$220K Sell
2,397
-46
-2% -$4.24K 0.04% 239
2023
Q4 		$230K Buy
2,443
+3
+0.1% +$276 0.04% 225
2023
Q3 		$226K Buy
2,440
+78
+3% +$7.51K 0.05% 215
2023
Q2 		$231K Buy
2,362
+3
+0.1% +$287 0.05% 188
2023
Q1 		$229K Buy
2,359
+3
+0.1% +$299 0.05% 188
2022
Q4 		$239K Buy
+2,356
New +$222K 0.06% 182
2022
Q3 		– Sell
-2,621
Closed -$258K – 193
2022
Q2 		$258K Sell
2,621
-71
-3% -$7.24K 0.07% 162
2022
Q1 		$252K Sell
2,692
-277
-9% -$27.7K 0.06% 171
2021
Q4 		$282K Buy
2,969
+9
+0.3% +$841 0.06% 169
2021
Q3 		$280K Buy
+2,960
New +$298K 0.07% 161
2018
Q1 		– Sell
-2,212
Closed -$233K – 141
2017
Q4 		$233K Buy
2,212
+304
+16% +$32.4K 0.09% 131
2017
Q3 		$212K Sell
1,908
-18
-0.9% -$2.1K 0.09% 138
2017
Q2 		$217K Hold
1,926
– – 0.08% 147
2017
Q1 		$217K Buy
+1,926
New +$199K 0.09% 148

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

Ironwood Investment Counsel's PM Position: Q1 2026 in Review

Ironwood Investment Counsel increased its Philip Morris (PM) stake by 4.3% in Q1 2026, buying an estimated $21.7K and bringing the position to 3,041 shares worth $503K. The position accounts for 0.07% of the portfolio, ranked #177.

Ironwood Investment Counsel first reported a position in PM in Q1 2017 and has held it in 22 quarters since. The position peaked at $522K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Ironwood Investment Counsel held 3,041 shares of Philip Morris worth $503K as of Q1 2026.
  • Ironwood Investment Counsel bought 125 Philip Morris shares in Q1 2026, an estimated $21.7K.
  • Philip Morris made up 0.07% of Ironwood Investment Counsel's portfolio in Q1 2026, its #177 holding.
  • Ironwood Investment Counsel first reported a position in Philip Morris in Q1 2017 and has held it in 22 quarters since.
  • Ironwood Investment Counsel's Philip Morris position peaked at $522K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.