Meeder Advisory Services’s Philip Morris PM Stock Holding History

Meeder Advisory Services’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	$6.06M	Buy	36,653 +4,327	+13%	+$752K	0.25%	60
2025 Q4	$5.19M	Sell	32,326 -979	-3%	-$152K	0.22%	65
2025 Q3	$5.4M	Buy	33,305 +860	+3%	+$145K	0.25%	55
2025 Q2	$5.91M	Buy	32,445 +2,885	+10%	+$495K	0.31%	46
2025 Q1	$4.69M	Buy	29,560 +3,238	+12%	+$459K	0.28%	53
2024 Q4	$3.17M	Buy	26,322 +2,569	+11%	+$324K	0.2%	78
2024 Q3	$2.88M	Buy	23,753 +1,263	+6%	+$147K	0.19%	87
2024 Q2	$2.28M	Buy	22,490 +6,378	+40%	+$624K	0.16%	109
2024 Q1	$1.48M	Buy	16,112 +556	+4%	+$51.3K	0.15%	118
2023 Q4	$1.46M	Sell	15,556 -588	-4%	-$54.2K	0.17%	105
2023 Q3	$1.49M	Sell	16,144 -4,553	-22%	-$438K	0.19%	88
2023 Q2	$2.02M	Sell	20,697 -1,409	-6%	-$135K	0.22%	76
2023 Q1	$2.15M	Buy	22,106 +1,690	+8%	+$168K	0.25%	74
2022 Q4	$2.07M	Buy	+20,416	New	+$1.93M	0.26%	71

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meeder Advisory Services's PM Position: Q1 2026 in Review

Meeder Advisory Services increased its Philip Morris (PM) stake by 13% in Q1 2026, buying an estimated $752K and bringing the position to 36,653 shares worth $6.06M. The position accounts for 0.25% of the portfolio, ranked #60.

Meeder Advisory Services first reported a position in PM in Q4 2022 and has held it in 14 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Meeder Advisory Services held 36,653 shares of Philip Morris worth $6.06M as of Q1 2026.
Meeder Advisory Services bought 4,327 Philip Morris shares in Q1 2026, an estimated $752K.
Philip Morris made up 0.25% of Meeder Advisory Services's portfolio in Q1 2026, its #60 holding.
Meeder Advisory Services first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.