MTM Investment Management’s Philip Morris PM Stock Holding History

MTM 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 Q2	$1.61M	Hold	8,886	–	–	0.46%	61
2026 Q1	$1.47M	Hold	8,886	–	–	0.47%	60
2025 Q4	$1.43M	Hold	8,886	–	–	0.45%	58
2025 Q3	$1.44M	Buy	8,886 +8	+0.1%	+$1.35K	0.46%	58
2025 Q2	$1.62M	Hold	8,878	–	–	0.54%	46
2025 Q1	$1.4M	Hold	8,878	–	–	0.54%	48
2024 Q4	$1.07M	Sell	8,878 -100	-1%	-$12.6K	0.41%	67
2024 Q3	$1.07M	Sell	8,978 -600	-6%	-$69.7K	0.42%	65
2024 Q2	$971K	Hold	9,578	–	–	0.4%	68
2024 Q1	$878K	Hold	9,578	–	–	0.36%	71
2023 Q4	$901K	Hold	9,578	–	–	0.41%	67
2023 Q3	$887K	Hold	9,578	–	–	0.45%	61
2023 Q2	$935K	Hold	9,578	–	–	0.46%	62
2023 Q1	$931K	Hold	9,578	–	–	0.48%	59
2022 Q4	$969K	Hold	9,578	–	–	0.5%	61
2022 Q3	$795K	Sell	9,578 -600	-6%	-$57.2K	0.45%	65
2022 Q2	$1.01M	Hold	10,178	–	–	0.55%	56
2022 Q1	$956K	Hold	10,178	–	–	0.46%	63
2021 Q4	$967K	Sell	10,178 -160	-2%	-$15K	0.46%	65
2021 Q3	$980K	Sell	10,338 -2,700	-21%	-$272K	0.53%	58
2021 Q2	$1.29M	Hold	13,038	–	–	0.68%	46
2021 Q1	$1.16M	Sell	13,038 -500	-4%	-$42.5K	0.65%	49
2020 Q4	$1.12M	Buy	+13,538	New	+$1.05M	0.69%	43

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

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

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

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

MTM Investment Management's PM Position: Q2 2026 in Review

MTM Investment Management held its Philip Morris (PM) position steady in Q2 2026 at 8,886 shares worth $1.61M. The position accounts for 0.46% of the portfolio, ranked #61.

MTM Investment Management first reported a position in PM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.62M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

MTM Investment Management held 8,886 shares of Philip Morris worth $1.61M as of Q2 2026.
MTM Investment Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.46% of MTM Investment Management's portfolio in Q2 2026, its #61 holding.
MTM Investment Management first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's Philip Morris position peaked at $1.62M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.