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Means Investment Company’s Philip Morris PM Stock Holding History

Means Investment Company’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 		$5.05M Sell
30,560
-751
-2% -$131K 0.44% 36
2025
Q4 		$5.02M Sell
31,311
-284
-0.9% -$44K 0.42% 35
2025
Q3 		$5.12M Sell
31,595
-353
-1% -$59.4K 0.44% 32
2025
Q2 		$5.82M Sell
31,948
-197
-0.6% -$33.8K 0.55% 30
2025
Q1 		$5.1M Sell
32,145
-612
-2% -$86.7K 0.54% 31
2024
Q4 		$3.94M Sell
32,757
-964
-3% -$122K 0.41% 44
2024
Q3 		$4.09M Sell
33,721
-1,199
-3% -$139K 0.45% 38
2024
Q2 		$3.54M Buy
34,920
+311
+0.9% +$30.4K 0.42% 41
2024
Q1 		$3.17M Sell
34,609
-1,135
-3% -$105K 0.41% 42
2023
Q4 		$3.36M Sell
35,744
-1,665
-4% -$153K 0.48% 42
2023
Q3 		$3.46M Sell
37,409
-602
-2% -$57.9K 0.57% 37
2023
Q2 		$3.71M Sell
38,011
-988
-3% -$94.4K 0.59% 39
2023
Q1 		$3.79M Sell
38,999
-185
-0.5% -$18.4K 0.67% 32
2022
Q4 		$3.97M Buy
39,184
+98
+0.3% +$9.25K 0.79% 29
2022
Q3 		$3.24M Sell
39,086
-84
-0.2% -$8.01K 0.7% 31
2022
Q2 		$3.87M Sell
39,170
-133
-0.3% -$13.6K 0.82% 27
2022
Q1 		$3.69M Sell
39,303
-305
-0.8% -$30.5K 0.67% 30
2021
Q4 		$3.76M Sell
39,608
-24
-0.1% -$2.24K 0.66% 28
2021
Q3 		$3.76M Buy
39,632
+1,464
+4% +$147K 0.74% 27
2021
Q2 		$3.78M Sell
38,168
-570
-1% -$54.7K 0.76% 26
2021
Q1 		$3.44M Sell
38,738
-2,360
-6% -$200K 0.78% 26
2020
Q4 		$3.51M Sell
41,098
-2,409
-6% -$188K 0.8% 22
2020
Q3 		$3.06M Sell
43,507
-320
-0.7% -$24.7K 0.84% 25
2020
Q2 		$3.45M Sell
43,827
-125
-0.3% -$9.11K 1.08% 19
2020
Q1 		$3.21M Sell
43,952
-270
-0.6% -$22.2K 1.24% 20
2019
Q4 		$3.92M Sell
44,222
-1,292
-3% -$106K 1.31% 16
2019
Q3 		$3.8M Sell
45,514
-189
-0.4% -$15K 1.43% 13
2019
Q2 		$3.63M Sell
45,703
-331
-0.7% -$27.3K 1.49% 12
2019
Q1 		$4.07M Buy
46,034
+1,518
+3% +$122K 1.79% 9
2018
Q4 		$2.97M Buy
+44,516
New +$3.72M 1.65% 12

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

Means Investment Company's PM Position: Q1 2026 in Review

Means Investment Company reduced its Philip Morris (PM) stake by 2.4% in Q1 2026, selling an estimated $131K and leaving 30,560 shares worth $5.05M. The position accounts for 0.44% of the portfolio, ranked #36.

Means Investment Company first reported a position in PM in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.82M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Means Investment Company held 30,560 shares of Philip Morris worth $5.05M as of Q1 2026.
  • Means Investment Company sold 751 Philip Morris shares in Q1 2026, an estimated $131K.
  • Philip Morris made up 0.44% of Means Investment Company's portfolio in Q1 2026, its #36 holding.
  • Means Investment Company first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Philip Morris position peaked at $5.82M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.