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J. Goldman & Co’s Philip Morris PM Stock Holding History

J. Goldman & Co’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
Q2 		– Sell
-2,400
Closed -$397K – 881
2026
Q1 		$397K Buy
+2,400
New +$417K 0.01% 531
2025
Q3 		– Sell
-18,920
Closed -$3.45M – 574
2025
Q2 		$3.45M Buy
18,920
+753
+4% +$129K 0.08% 238
2025
Q1 		$2.88M Buy
18,167
+8,863
+95% +$1.26M 0.07% 260
2024
Q4 		$1.12M Buy
9,304
+6,930
+292% +$874K 0.03% 320
2024
Q3 		$288K Buy
+2,374
New +$276K 0.01% 392

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

J. Goldman & Co's PM Position: Q2 2026 in Review

J. Goldman & Co sold out of Philip Morris (PM) in Q2 2026, closing a stake of 2,400 shares — an estimated $397K sold.

J. Goldman & Co first reported a position in PM in Q3 2024 and held it in 5 quarters. The position peaked at $3.45M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • J. Goldman & Co reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • J. Goldman & Co sold 2,400 Philip Morris shares in Q2 2026, an estimated $397K.
  • J. Goldman & Co first reported a position in Philip Morris in Q3 2024 and held it in 5 quarters.
  • J. Goldman & Co's Philip Morris position peaked at $3.45M in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.