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Marshall Investment Management’s Philip Morris PM Stock Holding History

Marshall 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 		$117K Sell
648
-327
-34% -$56.7K 0.05% 93
2026
Q1 		$161K Buy
+975
New +$169K 0.08% 81
2025
Q2 		– Sell
-1,079
Closed -$171K – 172
2025
Q1 		$171K Buy
1,079
+30
+3% +$4.25K 0.11% 71
2024
Q4 		$127K Buy
+1,049
New +$132K 0.08% 81

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Marshall Investment Management reduced its Philip Morris (PM) stake by 34% in Q2 2026, selling an estimated $56.7K and leaving 648 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #93.

Marshall Investment Management first reported a position in PM in Q4 2024 and has held it in 4 quarters since. The position peaked at $171K in Q1 2025. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Marshall Investment Management held 648 shares of Philip Morris worth $117K as of Q2 2026.
  • Marshall Investment Management sold 327 Philip Morris shares in Q2 2026, an estimated $56.7K.
  • Philip Morris made up 0.05% of Marshall Investment Management's portfolio in Q2 2026, its #93 holding.
  • Marshall Investment Management first reported a position in Philip Morris in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Philip Morris position peaked at $171K in Q1 2025.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.