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Monetary Management Group’s Philip Morris PM Stock Holding History

Monetary Management Group’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
Q2 		$2.86M Sell
15,820
-800
-5% -$139K 0.59% 36
2026
Q1 		$2.75M Buy
16,620
+25
+0.2% +$4.34K 0.66% 32
2025
Q4 		$2.66M Buy
16,595
+1,250
+8% +$194K 0.62% 35
2025
Q3 		$2.49M Buy
15,345
+600
+4% +$101K 0.57% 40
2025
Q2 		$2.69M Sell
14,745
-2,125
-13% -$365K 0.66% 35
2025
Q1 		$2.68M Buy
16,870
+145
+0.9% +$20.5K 0.72% 33
2024
Q4 		$2.01M Hold
16,725
– – 0.52% 41
2024
Q3 		$2.03M Sell
16,725
-50
-0.3% -$5.81K 0.52% 42
2024
Q2 		$1.7M Sell
16,775
-300
-2% -$29.3K 0.45% 46
2024
Q1 		$1.56M Buy
17,075
+500
+3% +$46.1K 0.44% 50
2023
Q4 		$1.56M Hold
16,575
– – 0.49% 49
2023
Q3 		$1.53M Hold
16,575
– – 0.51% 47
2023
Q2 		$1.62M Sell
16,575
-1,800
-10% -$172K 0.5% 49
2023
Q1 		$1.79M Sell
18,375
-200
-1% -$19.9K 0.53% 46
2022
Q4 		$1.88M Buy
18,575
+6,300
+51% +$595K 0.59% 42
2022
Q3 		$1.02M Sell
12,275
-100
-0.8% -$9.54K 0.34% 75
2022
Q2 		$1.22M Hold
12,375
– – 0.38% 68
2022
Q1 		$1.16M Sell
12,375
-1,200
-9% -$120K 0.31% 76
2021
Q4 		$1.29M Buy
13,575
+375
+3% +$35K 0.32% 75
2021
Q3 		$1.25M Buy
13,200
+2,400
+22% +$241K 0.34% 70
2021
Q2 		$1.07M Sell
10,800
-375
-3% -$36K 0.32% 70
2021
Q1 		$992K Sell
11,175
-400
-3% -$34K 0.31% 78
2020
Q4 		$958K Buy
11,575
+350
+3% +$27.2K 0.32% 76
2020
Q3 		$842K Buy
11,225
+1,500
+15% +$116K 0.3% 79
2020
Q2 		$681K Sell
9,725
-125
-1% -$9.11K 0.26% 84
2020
Q1 		$719K Sell
9,850
-350
-3% -$28.8K 0.32% 75
2019
Q4 		$868K Sell
10,200
-600
-6% -$49.5K 0.32% 82
2019
Q3 		$820K Buy
10,800
+300
+3% +$23.8K 0.31% 85
2019
Q2 		$825K Sell
10,500
-300
-3% -$24.8K 0.32% 89
2019
Q1 		$955K Hold
10,800
– – 0.38% 78
2018
Q4 		$721K Sell
10,800
-2,100
-16% -$175K 0.33% 81
2018
Q3 		$1.05M Sell
12,900
-1,300
-9% -$107K 0.4% 65
2018
Q2 		$1.15M Buy
14,200
+1,625
+13% +$138K 0.47% 63
2018
Q1 		$1.25M Hold
12,575
– – 0.52% 54
2017
Q4 		$1.33M Hold
12,575
– – 0.54% 53
2017
Q3 		$1.4M Hold
12,575
– – 0.59% 51
2017
Q2 		$1.48M Sell
12,575
-225
-2% -$26.1K 0.6% 54
2017
Q1 		$1.45M Buy
12,800
+25
+0.2% +$2.58K 0.63% 53
2016
Q4 		$1.17M Sell
12,775
-1,500
-11% -$139K 0.54% 61
2016
Q3 		$1.39M Sell
14,275
-1,250
-8% -$125K 0.64% 54
2016
Q2 		$1.58M Buy
15,525
+1,250
+9% +$125K 0.73% 49
2016
Q1 		$1.4M Sell
14,275
-125
-0.9% -$11.5K 0.68% 54
2015
Q4 		$1.27M Sell
14,400
-1,125
-7% -$97.7K 0.61% 54
2015
Q3 		$1.23M Buy
15,525
+625
+4% +$51.4K 0.62% 52
2015
Q2 		$1.2M Sell
14,900
-1,450
-9% -$119K 0.54% 61
2015
Q1 		$1.23M Sell
16,350
-100
-0.6% -$8.12K 0.54% 60
2014
Q4 		$1.34M Sell
16,450
-1,625
-9% -$140K 0.6% 55
2014
Q3 		$1.51M Sell
18,075
-23,850
-57% -$2.02M 0.7% 46
2014
Q2 		$3.54M Buy
41,925
+5,300
+14% +$456K 1.65% 10
2014
Q1 		$3M Buy
36,625
+2,450
+7% +$198K 1.39% 16
2013
Q4 		$2.98M Buy
34,175
+6,625
+24% +$579K 1.38% 21
2013
Q3 		$2.39M Buy
27,550
+14,075
+104% +$1.23M 1.25% 26
2013
Q2 		$1.17M Buy
+13,475
New +$1.25M 0.64% 56

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Monetary Management Group's PM Position: Q2 2026 in Review

Monetary Management Group reduced its Philip Morris (PM) stake by 4.8% in Q2 2026, selling an estimated $139K and leaving 15,820 shares worth $2.86M. The position accounts for 0.59% of the portfolio, ranked #36.

Monetary Management Group first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.54M in Q2 2014. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Monetary Management Group held 15,820 shares of Philip Morris worth $2.86M as of Q2 2026.
  • Monetary Management Group sold 800 Philip Morris shares in Q2 2026, an estimated $139K.
  • Philip Morris made up 0.59% of Monetary Management Group's portfolio in Q2 2026, its #36 holding.
  • Monetary Management Group first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • Monetary Management Group's Philip Morris position peaked at $3.54M in Q2 2014.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.