MA
PM icon

MJP Associates’s Philip Morris PM Stock Holding History

MJP Associates’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 		$909K Buy
5,500
+249
+5% +$43.3K 0.11% 75
2025
Q4 		$842K Sell
5,251
-74
-1% -$11.5K 0.11% 76
2025
Q3 		$864K Buy
5,325
+194
+4% +$32.6K 0.11% 76
2025
Q2 		$935K Buy
5,131
+416
+9% +$71.4K 0.14% 67
2025
Q1 		$748K Buy
4,715
+99
+2% +$14K 0.14% 72
2024
Q4 		$556K Buy
4,616
+147
+3% +$18.5K 0.1% 88
2024
Q3 		$543K Buy
4,469
+55
+1% +$6.39K 0.1% 94
2024
Q2 		$447K Buy
4,414
+196
+5% +$19.2K 0.09% 124
2024
Q1 		$386K Buy
4,218
+1,178
+39% +$109K 0.08% 135
2023
Q4 		$286K Sell
3,040
-1,018
-25% -$93.8K 0.08% 134
2023
Q3 		$376K Hold
4,058
– – 0.11% 83
2023
Q2 		$396K Sell
4,058
-9
-0.2% -$860 0.13% 82
2023
Q1 		$396K Sell
4,067
-111
-3% -$11.1K 0.12% 79
2022
Q4 		$423K Buy
4,178
+62
+2% +$5.85K 0.12% 81
2022
Q3 		$342K Buy
4,116
+18
+0.4% +$1.72K 0.1% 86
2022
Q2 		$405K Sell
4,098
-91
-2% -$9.28K 0.11% 80
2022
Q1 		$394K Sell
4,189
-116
-3% -$11.6K 0.1% 91
2021
Q4 		$412K Sell
4,305
-356
-8% -$33.3K 0.12% 90
2021
Q3 		$442K Sell
4,661
-23
-0.5% -$2.31K 0.15% 77
2021
Q2 		$464K Buy
4,684
+73
+2% +$7K 0.16% 76
2021
Q1 		$409K Sell
4,611
-99
-2% -$8.41K 0.17% 76
2020
Q4 		$390K Buy
+4,710
New +$367K 0.16% 77

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

MJP Associates's PM Position: Q1 2026 in Review

MJP Associates increased its Philip Morris (PM) stake by 4.7% in Q1 2026, buying an estimated $43.3K and bringing the position to 5,500 shares worth $909K. The position accounts for 0.11% of the portfolio, ranked #75.

MJP Associates first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $935K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • MJP Associates held 5,500 shares of Philip Morris worth $909K as of Q1 2026.
  • MJP Associates bought 249 Philip Morris shares in Q1 2026, an estimated $43.3K.
  • Philip Morris made up 0.11% of MJP Associates's portfolio in Q1 2026, its #75 holding.
  • MJP Associates first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • MJP Associates's Philip Morris position peaked at $935K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.