Luts & Greenleigh Group’s Philip Morris PM Stock Holding History

Luts & Greenleigh Group’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	$1.41M	Buy	8,540 +15	+0.2%	+$2.61K	1.12%	20
2025 Q4	$1.37M	Sell	8,525 -30	-0.4%	-$4.65K	1.16%	20
2025 Q3	$1.39M	Buy	8,555 +22	+0.3%	+$3.7K	1.25%	18
2025 Q2	$1.55M	Buy	8,533 +8	+0.1%	+$1.37K	1.49%	16
2025 Q1	$1.35M	Buy	8,525 +28	+0.3%	+$3.97K	1.34%	15
2024 Q4	$1.02M	Buy	8,497 +49	+0.6%	+$6.18K	1.01%	23
2024 Q3	$1.03M	Buy	8,448 +89	+1%	+$10.3K	0.98%	22
2024 Q2	$847K	Buy	+8,359	New	+$817K	0.88%	24
2023 Q4	$774K	Buy	8,231 +2	+0%	+$184	0.98%	23
2023 Q3	$762K	Buy	8,229 +2	+0%	+$192	0.95%	23
2023 Q2	$803K	Buy	8,227 +83	+1%	+$7.93K	0.99%	22
2023 Q1	$792K	Buy	8,144 +2	+0%	+$199	1%	21
2022 Q4	$824K	Buy	+8,142	New	+$768K	1.04%	21

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

Luts & Greenleigh Group's PM Position: Q1 2026 in Review

Luts & Greenleigh Group increased its Philip Morris (PM) stake by 0.18% in Q1 2026, buying an estimated $2.61K and bringing the position to 8,540 shares worth $1.41M. The position accounts for 1.12% of the portfolio, ranked #20.

Luts & Greenleigh Group first reported a position in PM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.55M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Luts & Greenleigh Group held 8,540 shares of Philip Morris worth $1.41M as of Q1 2026.
Luts & Greenleigh Group bought 15 Philip Morris shares in Q1 2026, an estimated $2.61K.
Philip Morris made up 1.12% of Luts & Greenleigh Group's portfolio in Q1 2026, its #20 holding.
Luts & Greenleigh Group first reported a position in Philip Morris in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's Philip Morris position peaked at $1.55M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.