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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
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 $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

J. Goldman & Co's PM Position: Q1 2026 in Review

J. Goldman & Co opened a new position in Philip Morris (PM) in Q1 2026: 2,400 shares worth $397K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in PM as recently as Q2 2025.

J. Goldman & Co first reported a position in PM in Q3 2024 and has held it in 5 quarters since. The position peaked at $3.45M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • J. Goldman & Co held 2,400 shares of Philip Morris worth $397K as of Q1 2026.
  • Philip Morris was a new J. Goldman & Co position in Q1 2026.
  • Philip Morris made up 0.01% of J. Goldman & Co's portfolio in Q1 2026, its #531 holding.
  • J. Goldman & Co first reported a position in Philip Morris in Q3 2024 and has held it in 5 quarters since.
  • J. Goldman & Co's Philip Morris position peaked at $3.45M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.