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J. Derek Lewis & Associates’s Philip Morris PM Stock Holding History

J. Derek Lewis & Associates’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 		– Sell
-1,387
Closed -$222K – 223
2025
Q4 		$222K Buy
+1,387
New +$215K 0.05% 158

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VCM
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.56T 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

J. Derek Lewis & Associates's PM Position: Q1 2026 in Review

J. Derek Lewis & Associates sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,387 shares — an estimated $222K sold.

J. Derek Lewis & Associates first reported a position in PM in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 2,861 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • J. Derek Lewis & Associates reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • J. Derek Lewis & Associates sold 1,387 Philip Morris shares in Q1 2026, an estimated $222K.
  • J. Derek Lewis & Associates first reported a position in Philip Morris in Q4 2025 and held it in 1 quarter.
  • J. Derek Lewis & Associates's Philip Morris position peaked at $222K in Q4 2025.
  • 2,861 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q1 2026, filed 1 May 2026.