Modus Advisors’s Philip Morris PM Stock Holding History

Modus Advisors’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	-30	Closed	-$4.81K	–	271
2025 Q4	$4.81K	Buy	+30	New	+$4.65K	﹤0.01%	297

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Modus Advisors's PM Position: Q1 2026 in Review

Modus Advisors sold out of Philip Morris (PM) in Q1 2026, closing a stake of 30 shares — an estimated $4.81K sold.

Modus Advisors first reported a position in PM in Q4 2025 and held it in 1 quarter. The position peaked at $4.81K in Q4 2025. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Modus Advisors reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 30 Philip Morris shares in Q1 2026, an estimated $4.81K.
Modus Advisors first reported a position in Philip Morris in Q4 2025 and held it in 1 quarter.
Modus Advisors's Philip Morris position peaked at $4.81K in Q4 2025.
2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.