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McDonald Partners’s Philip Morris PM Stock Holding History

McDonald Partners’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 		$1.05M Sell
6,355
-151
-2% -$26.2K 0.25% 102
2025
Q4 		$1.04M Sell
6,506
-346
-5% -$53.6K 0.33% 80
2025
Q3 		$1.11M Sell
6,852
-52
-0.8% -$8.75K 0.33% 80
2025
Q2 		$1.26M Buy
6,904
+1
+0% +$172 0.3% 97
2025
Q1 		$1.1M Sell
6,903
-300
-4% -$42.5K 0.29% 103
2024
Q4 		$867K Buy
7,203
+150
+2% +$18.9K 0.22% 120
2024
Q3 		$856K Sell
7,053
-644
-8% -$74.8K 0.21% 120
2024
Q2 		$780K Buy
7,697
+66
+0.9% +$6.45K 0.21% 124
2024
Q1 		$699K Sell
7,631
-99
-1% -$9.13K 0.19% 132
2023
Q4 		$727K Buy
7,730
+110
+1% +$10.1K 0.22% 125
2023
Q3 		$705K Sell
7,620
-1,468
-16% -$141K 0.23% 120
2023
Q2 		$887K Buy
9,088
+1,491
+20% +$142K 0.27% 104
2023
Q1 		$739K Buy
7,597
+616
+9% +$61.4K 0.24% 119
2022
Q4 		$707K Sell
6,981
-1,247
-15% -$118K 0.24% 117
2022
Q3 		$683K Sell
8,228
-1,480
-15% -$141K 0.26% 113
2022
Q2 		$959K Sell
9,708
-1,339
-12% -$137K 0.24% 116
2022
Q1 		$1.04M Buy
11,047
+488
+5% +$48.8K 0.23% 123
2021
Q4 		$1M Sell
10,559
-1,835
-15% -$172K 0.93% 31
2021
Q3 		$1.18M Sell
12,394
-1,784
-13% -$179K 0.28% 106
2021
Q2 		$1.41M Sell
14,178
-679
-5% -$65.1K 0.33% 86
2021
Q1 		$1.32M Sell
14,857
-883
-6% -$75K 0.34% 87
2020
Q4 		$1.3M Buy
+15,740
New +$1.23M 0.37% 81

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

McDonald Partners's PM Position: Q1 2026 in Review

McDonald Partners reduced its Philip Morris (PM) stake by 2.3% in Q1 2026, selling an estimated $26.2K and leaving 6,355 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #102.

McDonald Partners first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q2 2021. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • McDonald Partners held 6,355 shares of Philip Morris worth $1.05M as of Q1 2026.
  • McDonald Partners sold 151 Philip Morris shares in Q1 2026, an estimated $26.2K.
  • Philip Morris made up 0.25% of McDonald Partners's portfolio in Q1 2026, its #102 holding.
  • McDonald Partners first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Philip Morris position peaked at $1.41M in Q2 2021.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.