MRP
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Measured Risk Portfolios’s Philip Morris PM Stock Holding History

Measured Risk Portfolios’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 		$2.03M Sell
12,305
-1,995
-14% -$347K 2.23% 20
2025
Q4 		$2.29M Buy
14,300
+31
+0.2% +$4.8K 2.27% 11
2025
Q3 		$2.31M Buy
14,269
+215
+2% +$36.2K 2.16% 15
2025
Q2 		$2.56M Sell
14,054
-1,332
-9% -$229K 2.47% 5
2025
Q1 		$2.44M Sell
15,386
-4,095
-21% -$580K 2.62% 10
2024
Q4 		$2.34M Buy
+19,481
New +$2.46M 2.45% 8

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

Measured Risk Portfolios's PM Position: Q1 2026 in Review

Measured Risk Portfolios reduced its Philip Morris (PM) stake by 14% in Q1 2026, selling an estimated $347K and leaving 12,305 shares worth $2.03M. The position accounts for 2.23% of the portfolio, ranked #20.

Measured Risk Portfolios first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.56M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Measured Risk Portfolios held 12,305 shares of Philip Morris worth $2.03M as of Q1 2026.
  • Measured Risk Portfolios sold 1,995 Philip Morris shares in Q1 2026, an estimated $347K.
  • Philip Morris made up 2.23% of Measured Risk Portfolios's portfolio in Q1 2026, its #20 holding.
  • Measured Risk Portfolios first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Measured Risk Portfolios's Philip Morris position peaked at $2.56M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Measured Risk Portfolios's 13F filing for Q1 2026, filed 15 May 2026.