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Moseley Investment Management’s Philip Morris PM Stock Holding History

Moseley Investment 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 		$239K Hold
1,447
– – 0.08% 138
2025
Q4 		$232K Hold
1,447
– – 0.07% 147
2025
Q3 		$235K Sell
1,447
-28
-2% -$4.71K 0.07% 158
2025
Q2 		$269K Buy
1,475
+117
+9% +$20.1K 0.09% 132
2025
Q1 		$215K Buy
+1,358
New +$192K 0.08% 143
2019
Q3 		– Sell
-50,439
Closed -$3.96M – 124
2019
Q2 		$3.96M Hold
50,439
– – 3.69% 2
2019
Q1 		$4.46M Buy
+50,439
New +$4.06M 4.64% 1

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moseley Investment Management's PM Position: Q1 2026 in Review

Moseley Investment Management held its Philip Morris (PM) position steady in Q1 2026 at 1,447 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #138.

Moseley Investment Management first reported a position in PM in Q1 2019 and has held it in 7 quarters since. The position peaked at $4.46M in Q1 2019. 2,867 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Moseley Investment Management held 1,447 shares of Philip Morris worth $239K as of Q1 2026.
  • Moseley Investment Management left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.08% of Moseley Investment Management's portfolio in Q1 2026, its #138 holding.
  • Moseley Investment Management first reported a position in Philip Morris in Q1 2019 and has held it in 7 quarters since.
  • Moseley Investment Management's Philip Morris position peaked at $4.46M in Q1 2019.
  • 2,867 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.