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	-10,000	Closed	-$1.65M	–	882
2026 Q1	$1.65M	Buy	+10,000	New	+$1.74M	0.05%	354

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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.