Jacobsen Capital Management’s Philip Morris PM Stock Holding History

Jacobsen Capital Management’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	$427K	Buy	2,582 +44	+2%	+$7.65K	0.14%	66
2025 Q4	$407K	Sell	2,538 -220	-8%	-$34.1K	0.13%	63
2025 Q3	$447K	Buy	2,758 +11	+0.4%	+$1.85K	0.15%	57
2025 Q2	$500K	Buy	2,747 +431	+19%	+$74K	0.18%	49
2025 Q1	$368K	Buy	2,316 +161	+7%	+$22.8K	0.16%	59
2024 Q4	$259K	Buy	2,155 +127	+6%	+$16K	0.11%	74
2024 Q3	$246K	Buy	2,028 +21	+1%	+$2.44K	0.1%	82
2024 Q2	$203K	Buy	+2,007	New	+$196K	0.09%	95
2024 Q1	–	Sell	-2,519	Closed	-$237K	–	96
2023 Q4	$237K	Buy	2,519 +324	+15%	+$29.9K	0.12%	71
2023 Q3	$203K	Buy	+2,195	New	+$211K	0.11%	72

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobsen Capital Management's PM Position: Q1 2026 in Review

Jacobsen Capital Management increased its Philip Morris (PM) stake by 1.7% in Q1 2026, buying an estimated $7.65K and bringing the position to 2,582 shares worth $427K. The position accounts for 0.14% of the portfolio, ranked #66.

Jacobsen Capital Management first reported a position in PM in Q3 2023 and has held it in 10 quarters since. The position peaked at $500K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Jacobsen Capital Management held 2,582 shares of Philip Morris worth $427K as of Q1 2026.
Jacobsen Capital Management bought 44 Philip Morris shares in Q1 2026, an estimated $7.65K.
Philip Morris made up 0.14% of Jacobsen Capital Management's portfolio in Q1 2026, its #66 holding.
Jacobsen Capital Management first reported a position in Philip Morris in Q3 2023 and has held it in 10 quarters since.
Jacobsen Capital Management's Philip Morris position peaked at $500K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.