Nalls Sherbakoff Group’s Philip Morris PM Stock Holding History

Nalls Sherbakoff 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	$14.8K	Hold	82	–	–	0.01%	260
2026 Q1	$13.6K	Hold	82	–	–	0.01%	288
2025 Q4	$13.2K	Hold	82	–	–	0.01%	308
2025 Q3	$13.3K	Hold	82	–	–	0.01%	306
2025 Q2	$14.9K	Hold	82	–	–	0.01%	301
2025 Q1	$13K	Buy	+82	New	+$11.6K	0.01%	282
2023 Q4	$7.34K	Hold	78	–	–	0.01%	284
2023 Q3	$7.22K	Hold	78	–	–	0.01%	280
2023 Q2	$7.02K	Sell	78 -85	-52%	-$8.12K	0.01%	283
2023 Q1	$15.8K	Buy	+163	New	+$16.2K	0.02%	250
2018 Q4	$1K	Buy	+20	New	+$1.67K	﹤0.01%	370

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 $3.38T AUM 44.17% 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

Nalls Sherbakoff Group's PM Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Philip Morris (PM) position steady in Q2 2026 at 82 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #260.

Nalls Sherbakoff Group first reported a position in PM in Q4 2018 and has held it in 11 quarters since. The position peaked at $15.8K in Q1 2023. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Nalls Sherbakoff Group held 82 shares of Philip Morris worth $14.8K as of Q2 2026.
Nalls Sherbakoff Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #260 holding.
Nalls Sherbakoff Group first reported a position in Philip Morris in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Philip Morris position peaked at $15.8K in Q1 2023.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.