Newton One Investments’s Philip Morris PM Stock Holding History

Newton One Investments’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	$157K	Buy	866 +3	+0.3%	+$520	0.04%	45
2026 Q1	$143K	Buy	863 +3	+0.3%	+$521	0.04%	46
2025 Q4	$138K	Buy	860 +3	+0.4%	+$465	0.04%	48
2025 Q3	$139K	Buy	857 +2	+0.2%	+$336	0.04%	46
2025 Q2	$156K	Buy	855 +3	+0.4%	+$515	0.05%	46
2025 Q1	$135K	Buy	852 +4	+0.5%	+$567	0.05%	48
2024 Q4	$102K	Buy	+848	New	+$107K	0.04%	52
2024 Q3	–	Sell	-840	Closed	-$85.2K	–	89
2024 Q2	$85.2K	Buy	840 +4	+0.5%	+$391	0.04%	55
2024 Q1	$76.6K	Buy	836 +11	+1%	+$1.01K	0.03%	56
2023 Q4	$77.6K	Buy	825 +12	+1%	+$1.11K	0.04%	59
2023 Q3	$75.3K	Buy	813 +10	+1%	+$962	0.04%	59
2023 Q2	$78.4K	Buy	803 +10	+1%	+$955	0.05%	59
2023 Q1	$77.1K	Hold	793	–	–	0.05%	60
2022 Q4	$80.2K	Sell	793 -331	-29%	-$31.2K	0.05%	58
2022 Q3	$93K	Hold	1,124	–	–	0.07%	50
2022 Q2	$111K	Hold	1,124	–	–	0.08%	45
2022 Q1	$106K	Hold	1,124	–	–	0.08%	52
2021 Q4	$107K	Sell	1,124 -28	-2%	-$2.62K	0.08%	53
2021 Q3	$109K	Buy	1,152 +5	+0.4%	+$503	0.08%	52
2021 Q2	$114K	Buy	1,147 +669	+140%	+$64.2K	0.09%	51
2021 Q1	$42K	Buy	478 +7	+1%	+$594	0.04%	51
2020 Q4	$39K	Buy	+471	New	+$36.7K	0.04%	47

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

Newton One Investments's PM Position: Q2 2026 in Review

Newton One Investments increased its Philip Morris (PM) stake by 0.35% in Q2 2026, buying an estimated $520 and bringing the position to 866 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #45.

Newton One Investments first reported a position in PM in Q4 2020 and has held it in 22 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Newton One Investments held 866 shares of Philip Morris worth $157K as of Q2 2026.
Newton One Investments bought 3 Philip Morris shares in Q2 2026, an estimated $520.
Philip Morris made up 0.04% of Newton One Investments's portfolio in Q2 2026, its #45 holding.
Newton One Investments first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.