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JT Stratford LLC’s Philip Morris PM Stock Holding History

JT Stratford LLC’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 		$341K Buy
2,064
+27
+1% +$4.69K 0.04% 253
2025
Q4 		$327K Buy
2,037
+151
+8% +$23.4K 0.04% 255
2025
Q3 		$306K Buy
1,886
+44
+2% +$7.4K 0.04% 255
2025
Q2 		$335K Buy
1,842
+441
+31% +$75.7K 0.05% 229
2025
Q1 		$222K Buy
+1,401
New +$198K 0.04% 256
2024
Q4 		– Sell
-1,676
Closed -$203K – 323
2024
Q3 		$203K Buy
+1,676
New +$195K 0.03% 276
2020
Q3 		– Sell
-3,024
Closed -$212K – 170
2020
Q2 		$212K Buy
+3,024
New +$220K 0.11% 138
2019
Q4 		– Sell
-3,002
Closed -$228K – 163
2019
Q3 		$228K Buy
+3,002
New +$238K 0.13% 135
2018
Q2 		– Sell
-2,559
Closed -$254K – 110
2018
Q1 		$254K Buy
2,559
+218
+9% +$22.7K 0.16% 96
2017
Q4 		$247K Buy
2,341
+140
+6% +$14.9K 0.16% 87
2017
Q3 		$244K Buy
2,201
+22
+1% +$2.56K 0.16% 97
2017
Q2 		$256K Sell
2,179
-128
-6% -$14.8K 0.18% 94
2017
Q1 		$260K Sell
2,307
-283
-11% -$29.2K 0.19% 92
2016
Q4 		$237K Buy
+2,590
New +$240K 0.2% 93

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

JT Stratford LLC's PM Position: Q1 2026 in Review

JT Stratford LLC increased its Philip Morris (PM) stake by 1.3% in Q1 2026, buying an estimated $4.69K and bringing the position to 2,064 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #253.

JT Stratford LLC first reported a position in PM in Q4 2016 and has held it in 14 quarters since. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • JT Stratford LLC held 2,064 shares of Philip Morris worth $341K as of Q1 2026.
  • JT Stratford LLC bought 27 Philip Morris shares in Q1 2026, an estimated $4.69K.
  • Philip Morris made up 0.04% of JT Stratford LLC's portfolio in Q1 2026, its #253 holding.
  • JT Stratford LLC first reported a position in Philip Morris in Q4 2016 and has held it in 14 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.