JTC Employer Solutions Trustee’s Philip Morris PM Stock Holding History

JTC Employer Solutions Trustee’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	$156K	Hold	944	–	–	0.01%	172
2025 Q4	$151K	Hold	944	–	–	0.01%	179
2025 Q3	$153K	Hold	944	–	–	0.01%	174
2025 Q2	$172K	Hold	944	–	–	0.02%	150
2025 Q1	$150K	Hold	944	–	–	0.01%	159
2024 Q4	$113K	Hold	944	–	–	0.01%	184
2024 Q3	$114K	Hold	944	–	–	0.01%	187
2024 Q2	$95K	Hold	944	–	–	0.01%	203
2024 Q1	$87K	Hold	944	–	–	0.01%	216
2023 Q4	$89K	Hold	944	–	–	0.01%	206
2023 Q3	$87K	Hold	944	–	–	0.01%	206
2023 Q2	$92K	Hold	944	–	–	0.01%	202
2023 Q1	$92K	Sell	944 -404	-30%	-$40.3K	0.01%	207
2022 Q4	$136K	Hold	1,348	–	–	0.01%	167
2022 Q3	$112K	Hold	1,348	–	–	0.02%	156
2022 Q2	$134K	Hold	1,348	–	–	0.02%	131
2022 Q1	$127K	Hold	1,348	–	–	0.01%	144
2021 Q4	$128K	Hold	1,348	–	–	0.02%	145
2021 Q3	$128K	Hold	1,348	–	–	0.02%	146
2021 Q2	$134K	Buy	+1,348	New	+$129K	0.02%	133

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

JTC Employer Solutions Trustee's PM Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Philip Morris (PM) position steady in Q1 2026 at 944 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #172.

JTC Employer Solutions Trustee first reported a position in PM in Q2 2021 and has held it in 20 quarters since. The position peaked at $172K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

JTC Employer Solutions Trustee held 944 shares of Philip Morris worth $156K as of Q1 2026.
JTC Employer Solutions Trustee left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #172 holding.
JTC Employer Solutions Trustee first reported a position in Philip Morris in Q2 2021 and has held it in 20 quarters since.
JTC Employer Solutions Trustee's Philip Morris position peaked at $172K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.