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Jaffetilchin Investment Partners’s Philip Morris PM Stock Holding History

Jaffetilchin Investment Partners’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 		$2.52M Sell
15,248
-50
-0.3% -$8.69K 0.15% 108
2025
Q4 		$2.45M Sell
15,298
-218
-1% -$33.8K 0.14% 104
2025
Q3 		$2.52M Sell
15,516
-2,202
-12% -$370K 0.15% 100
2025
Q2 		$3.23M Buy
17,718
+1,858
+12% +$319K 0.21% 80
2025
Q1 		$2.52M Buy
15,860
+563
+4% +$79.7K 0.18% 94
2024
Q4 		$1.84M Buy
15,297
+970
+7% +$122K 0.13% 108
2024
Q3 		$1.74M Buy
14,327
+91
+0.6% +$10.6K 0.13% 102
2024
Q2 		$1.44M Sell
14,236
-1,280
-8% -$125K 0.12% 100
2024
Q1 		$1.42M Sell
15,516
-435
-3% -$40.1K 0.13% 102
2023
Q4 		$1.5M Sell
15,951
-41
-0.3% -$3.78K 0.15% 99
2023
Q3 		$1.48M Sell
15,992
-546
-3% -$52.5K 0.16% 87
2023
Q2 		$1.61M Buy
16,538
+773
+5% +$73.9K 0.17% 86
2023
Q1 		$1.53M Sell
15,765
-878
-5% -$87.5K 0.17% 102
2022
Q4 		$1.68M Buy
16,643
+1,133
+7% +$107K 0.21% 90
2022
Q3 		$1.29M Buy
15,510
+119
+0.8% +$11.3K 0.17% 84
2022
Q2 		$1.52M Buy
15,391
+148
+1% +$15.1K 0.18% 90
2022
Q1 		$1.58M Buy
15,243
+950
+7% +$95K 0.19% 78
2021
Q4 		$1.36M Sell
14,293
-73
-0.5% -$6.82K 0.13% 106
2021
Q3 		$1.36M Sell
14,366
-1,725
-11% -$174K 0.14% 103
2021
Q2 		$1.56M Buy
16,091
+2,366
+17% +$227K 0.11% 137
2021
Q1 		$1.22M Buy
+13,725
New +$1.17M 0.14% 119
2018
Q2 		– Sell
-2,253
Closed -$224K – 351
2018
Q1 		$224K Buy
+2,253
New +$235K 0.05% 293
2017
Q4 		– Sell
-1,897
Closed -$211K – 282
2017
Q3 		$211K Buy
+1,897
New +$221K 0.05% 275
2017
Q2 		– Sell
-1,801
Closed -$203K – 277
2017
Q1 		$203K Buy
+1,801
New +$186K 0.05% 246

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jaffetilchin Investment Partners's PM Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Philip Morris (PM) stake by 0.33% in Q1 2026, selling an estimated $8.69K and leaving 15,248 shares worth $2.52M. The position accounts for 0.15% of the portfolio, ranked #108.

Jaffetilchin Investment Partners first reported a position in PM in Q1 2017 and has held it in 24 quarters since. The position peaked at $3.23M in Q2 2025. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Jaffetilchin Investment Partners held 15,248 shares of Philip Morris worth $2.52M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 50 Philip Morris shares in Q1 2026, an estimated $8.69K.
  • Philip Morris made up 0.15% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #108 holding.
  • Jaffetilchin Investment Partners first reported a position in Philip Morris in Q1 2017 and has held it in 24 quarters since.
  • Jaffetilchin Investment Partners's Philip Morris position peaked at $3.23M in Q2 2025.
  • 2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.