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Madden Securities’s Philip Morris PM Stock Holding History

Madden Securities’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 		$460K Sell
2,785
-2,155
-44% -$374K 0.14% 84
2025
Q4 		$792K Buy
4,940
+50
+1% +$7.75K 0.24% 71
2025
Q3 		$793K Sell
4,890
-1,250
-20% -$210K 0.24% 68
2025
Q2 		$1.12M Hold
6,140
– – 0.38% 59
2025
Q1 		$975K Buy
6,140
+4
+0.1% +$567 0.38% 64
2024
Q4 		$738K Hold
6,136
– – 0.3% 68
2024
Q3 		$745K Buy
6,136
+1,960
+47% +$228K 0.32% 64
2024
Q2 		$423K Sell
4,176
-10
-0.2% -$978 0.19% 76
2024
Q1 		$383K Sell
4,186
-600
-13% -$55.3K 0.18% 75
2023
Q4 		$450K Hold
4,786
– – 0.24% 68
2023
Q3 		$443K Hold
4,786
– – 0.25% 62
2023
Q2 		$467K Sell
4,786
-325
-6% -$31.1K 0.24% 62
2023
Q1 		$497K Sell
5,111
-10
-0.2% -$997 0.26% 63
2022
Q4 		$518K Hold
5,121
– – 0.27% 61
2022
Q3 		$425K Hold
5,121
– – 0.26% 70
2022
Q2 		$506K Hold
5,121
– – 0.28% 66
2022
Q1 		$481K Sell
5,121
-100
-2% -$10K 0.22% 73
2021
Q4 		$496K Hold
5,221
– – 0.23% 73
2021
Q3 		$495K Sell
5,221
-310
-6% -$31.2K 0.27% 74
2021
Q2 		$548K Hold
5,531
– – 0.29% 84
2021
Q1 		$491K Sell
5,531
-775
-12% -$65.8K 0.29% 89
2020
Q4 		$522K Sell
6,306
-943
-13% -$73.4K 0.34% 80
2020
Q3 		$544K Buy
7,249
+212
+3% +$16.4K 0.4% 74
2020
Q2 		$493K Buy
+7,037
New +$513K 0.44% 61
2019
Q4 		$931K Buy
+10,951
New +$903K 0.93% 30

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

Madden Securities's PM Position: Q1 2026 in Review

Madden Securities reduced its Philip Morris (PM) stake by 44% in Q1 2026, selling an estimated $374K and leaving 2,785 shares worth $460K. The position accounts for 0.14% of the portfolio, ranked #84.

Madden Securities first reported a position in PM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.12M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Madden Securities held 2,785 shares of Philip Morris worth $460K as of Q1 2026.
  • Madden Securities sold 2,155 Philip Morris shares in Q1 2026, an estimated $374K.
  • Philip Morris made up 0.14% of Madden Securities's portfolio in Q1 2026, its #84 holding.
  • Madden Securities first reported a position in Philip Morris in Q4 2019 and has held it in 25 quarters since.
  • Madden Securities's Philip Morris position peaked at $1.12M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Madden Securities's 13F filing for Q1 2026, filed 5 May 2026.