Letson Investment Management’s Philip Morris PM Stock Holding History

Letson Investment 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 Q2	$2.9M	Hold	16,004	–	–	1.06%	28
2026 Q1	$2.65M	Sell	16,004 -17	-0.1%	-$2.95K	1.02%	29
2025 Q4	$2.57M	Hold	16,021	–	–	0.94%	29
2025 Q3	$2.6M	Hold	16,021	–	–	0.93%	32
2025 Q2	$2.92M	Hold	16,021	–	–	1.15%	26
2025 Q1	$2.54M	Hold	16,021	–	–	1.03%	28
2024 Q4	$1.93M	Hold	16,021	–	–	0.78%	39
2024 Q3	$1.94M	Hold	16,021	–	–	0.76%	40
2024 Q2	$1.62M	Sell	16,021 -260	-2%	-$25.4K	0.72%	40
2024 Q1	$1.49M	Sell	16,281 -7,476	-31%	-$689K	0.63%	39
2023 Q4	$2.24M	Buy	+23,757	New	+$2.19M	1.04%	26

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

Letson Investment Management's PM Position: Q2 2026 in Review

Letson Investment Management held its Philip Morris (PM) position steady in Q2 2026 at 16,004 shares worth $2.9M. The position accounts for 1.06% of the portfolio, ranked #28.

Letson Investment Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.92M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Letson Investment Management held 16,004 shares of Philip Morris worth $2.9M as of Q2 2026.
Letson Investment Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 1.06% of Letson Investment Management's portfolio in Q2 2026, its #28 holding.
Letson Investment Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
Letson Investment Management's Philip Morris position peaked at $2.92M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Letson Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.