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Moody Aldrich Partners’s Philip Morris PM Stock Holding History

Moody Aldrich Partners’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 		– Sell
-3,722
Closed -$615K – 210
2026
Q1 		$615K Sell
3,722
-1,866
-33% -$324K 0.11% 128
2025
Q4 		$896K Sell
5,588
-133
-2% -$20.6K 0.17% 119
2025
Q3 		$928K Hold
5,721
– – 0.18% 113
2025
Q2 		$1.04M Buy
5,721
+12
+0.2% +$2.06K 0.2% 111
2025
Q1 		$906K Buy
5,709
+2,790
+96% +$395K 0.19% 110
2024
Q4 		$351K Sell
2,919
-306
-9% -$38.6K 0.07% 146
2024
Q3 		$392K Buy
3,225
+513
+19% +$59.6K 0.07% 142
2024
Q2 		$275K Buy
2,712
+11
+0.4% +$1.07K 0.05% 178
2024
Q1 		$247K Buy
+2,701
New +$249K 0.04% 195

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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

Moody Aldrich Partners's PM Position: Q2 2026 in Review

Moody Aldrich Partners sold out of Philip Morris (PM) in Q2 2026, closing a stake of 3,722 shares — an estimated $615K sold.

Moody Aldrich Partners first reported a position in PM in Q1 2024 and held it in 9 quarters. The position peaked at $1.04M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Moody Aldrich Partners reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Moody Aldrich Partners sold 3,722 Philip Morris shares in Q2 2026, an estimated $615K.
  • Moody Aldrich Partners first reported a position in Philip Morris in Q1 2024 and held it in 9 quarters.
  • Moody Aldrich Partners's Philip Morris position peaked at $1.04M in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.