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Mather Group’s Philip Morris PM Stock Holding History

Mather 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 		$3.22M Buy
19,489
+1,835
+10% +$319K 0.03% 172
2025
Q4 		$2.83M Buy
17,654
+579
+3% +$89.7K 0.03% 166
2025
Q3 		$2.77M Sell
17,075
-664
-4% -$112K 0.03% 168
2025
Q2 		$3.23M Buy
17,739
+2,274
+15% +$391K 0.03% 144
2025
Q1 		$2.45M Buy
15,465
+2,664
+21% +$377K 0.03% 165
2024
Q4 		$1.54M Buy
12,801
+648
+5% +$81.8K 0.02% 192
2024
Q3 		$1.48M Sell
12,153
-935
-7% -$109K 0.02% 199
2024
Q2 		$1.2M Buy
13,088
+3,109
+31% +$304K 0.01% 241
2024
Q1 		$939K Sell
9,979
-163
-2% -$15K 0.01% 232
2023
Q4 		$954K Buy
10,142
+1,932
+24% +$178K 0.02% 237
2023
Q3 		$760K Sell
8,210
-3,553
-30% -$342K 0.01% 255
2023
Q2 		$1.15M Buy
11,763
+3,544
+43% +$339K 0.02% 208
2023
Q1 		$799K Sell
8,219
-950
-10% -$94.7K 0.01% 246
2022
Q4 		$928K Sell
9,169
-433
-5% -$40.9K 0.02% 220
2022
Q3 		$797K Buy
9,602
+574
+6% +$54.7K 0.02% 227
2022
Q2 		$891K Buy
9,028
+41
+0.5% +$4.18K 0.02% 195
2022
Q1 		$844K Buy
8,987
+1,154
+15% +$115K 0.02% 195
2021
Q4 		$744K Sell
7,833
-1,662
-18% -$155K 0.01% 179
2021
Q3 		$900K Sell
9,495
-760
-7% -$76.4K 0.02% 123
2021
Q2 		$1.02M Buy
10,255
+6,487
+172% +$622K 0.03% 109
2021
Q1 		$334K Buy
3,768
+897
+31% +$76.2K 0.01% 194
2020
Q4 		$238K Sell
2,871
-343
-11% -$26.7K 0.01% 214
2020
Q3 		$241K Sell
3,214
-246
-7% -$19K 0.01% 206
2020
Q2 		$242K Buy
+3,460
New +$252K 0.01% 184
2020
Q1 		– Sell
-4,229
Closed -$360K – 173
2019
Q4 		$360K Buy
+4,229
New +$349K 0.02% 110

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

Mather Group's PM Position: Q1 2026 in Review

Mather Group increased its Philip Morris (PM) stake by 10% in Q1 2026, buying an estimated $319K and bringing the position to 19,489 shares worth $3.22M. The position accounts for 0.03% of the portfolio, ranked #172.

Mather Group first reported a position in PM in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.23M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Mather Group held 19,489 shares of Philip Morris worth $3.22M as of Q1 2026.
  • Mather Group bought 1,835 Philip Morris shares in Q1 2026, an estimated $319K.
  • Philip Morris made up 0.03% of Mather Group's portfolio in Q1 2026, its #172 holding.
  • Mather Group first reported a position in Philip Morris in Q4 2019 and has held it in 25 quarters since.
  • Mather Group's Philip Morris position peaked at $3.23M in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.