Morse Asset Management’s Philip Morris PM Stock Holding History

Morse Asset 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	$84.8K	Buy	513 +13	+3%	+$2.26K	0.02%	194
2025 Q4	$80.2K	Sell	500 -39	-7%	-$6.04K	0.02%	191
2025 Q3	$87.4K	Buy	539 +39	+8%	+$6.56K	0.02%	178
2025 Q2	$91.1K	Hold	500	–	–	0.02%	184
2025 Q1	$79.4K	Sell	500 -2,800	-85%	-$397K	0.02%	178
2024 Q4	$397K	Buy	3,300 +1,600	+94%	+$202K	0.09%	129
2024 Q3	$206K	Buy	+1,700	New	+$198K	0.04%	171
2023 Q3	–	Sell	-2,570	Closed	-$251K	–	140
2023 Q2	$251K	Hold	2,570	–	–	0.08%	132
2023 Q1	$250K	Sell	2,570 -500	-16%	-$49.8K	0.08%	129
2022 Q4	$311K	Hold	3,070	–	–	0.11%	115
2022 Q3	$255K	Sell	3,070 -500	-14%	-$47.7K	0.1%	124
2022 Q2	$353K	Buy	+3,570	New	+$364K	0.11%	122
2017 Q3	–	Sell	-2,150	Closed	-$253K	–	134
2017 Q2	$253K	Hold	2,150	–	–	0.08%	113
2017 Q1	$243K	Buy	+2,150	New	+$222K	0.08%	120

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morse Asset Management's PM Position: Q1 2026 in Review

Morse Asset Management increased its Philip Morris (PM) stake by 2.6% in Q1 2026, buying an estimated $2.26K and bringing the position to 513 shares worth $84.8K. The position accounts for 0.02% of the portfolio, ranked #194.

Morse Asset Management first reported a position in PM in Q1 2017 and has held it in 14 quarters since. The position peaked at $397K in Q4 2024. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Morse Asset Management held 513 shares of Philip Morris worth $84.8K as of Q1 2026.
Morse Asset Management bought 13 Philip Morris shares in Q1 2026, an estimated $2.26K.
Philip Morris made up 0.02% of Morse Asset Management's portfolio in Q1 2026, its #194 holding.
Morse Asset Management first reported a position in Philip Morris in Q1 2017 and has held it in 14 quarters since.
Morse Asset Management's Philip Morris position peaked at $397K in Q4 2024.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.