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MidAtlantic Capital Management’s Philip Morris PM Stock Holding History

MidAtlantic Capital Management’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 		– Sell
-106
Closed -$17K – 185
2025
Q4 		$17K Buy
+106
New +$16.4K 0.01% 190
2025
Q1 		– Sell
-106
Closed -$12.8K – 188
2024
Q4 		$12.8K Hold
106
– – 0.01% 200
2024
Q3 		$12.9K Hold
106
– – 0.01% 197
2024
Q2 		$10.7K Hold
106
– – 0.01% 191
2024
Q1 		$9.71K Hold
106
– – 0.01% 205
2023
Q4 		$9.97K Buy
+106
New +$9.77K 0.01% 201

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

MidAtlantic Capital Management's PM Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of Philip Morris (PM) in Q1 2026, closing a stake of 106 shares — an estimated $17K sold.

MidAtlantic Capital Management first reported a position in PM in Q4 2023 and held it in 6 quarters. The position peaked at $17K in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 106 Philip Morris shares in Q1 2026, an estimated $17K.
  • MidAtlantic Capital Management first reported a position in Philip Morris in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's Philip Morris position peaked at $17K in Q4 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.