Optimist Retirement Group’s Philip Morris PM Stock Holding History

Optimist Retirement 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 Q1	$2.36M	Buy	14,297 +683	+5%	+$119K	1.04%	32
2025 Q4	$2.18M	Sell	13,614 -238	-2%	-$36.9K	1%	31
2025 Q3	$2.25M	Buy	13,852 +160	+1%	+$26.9K	1.02%	32
2025 Q2	$2.49M	Sell	13,692 -1,578	-10%	-$271K	1.2%	19
2025 Q1	$2.42M	Sell	15,270 -1,447	-9%	-$205K	1.21%	19
2024 Q4	$2.01M	Sell	16,717 -607	-4%	-$76.6K	0.95%	31
2024 Q3	$2.1M	Sell	17,324 -785	-4%	-$91.2K	0.95%	36
2024 Q2	$1.84M	Buy	18,109 +1,892	+12%	+$185K	0.96%	34
2024 Q1	$1.49M	Buy	16,217 +4,711	+41%	+$434K	0.76%	41
2023 Q4	$1.08M	Buy	+11,506	New	+$1.06M	0.7%	33

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

Optimist Retirement Group's PM Position: Q1 2026 in Review

Optimist Retirement Group increased its Philip Morris (PM) stake by 5% in Q1 2026, buying an estimated $119K and bringing the position to 14,297 shares worth $2.36M. The position accounts for 1.04% of the portfolio, ranked #32.

Optimist Retirement Group first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.49M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Optimist Retirement Group held 14,297 shares of Philip Morris worth $2.36M as of Q1 2026.
Optimist Retirement Group bought 683 Philip Morris shares in Q1 2026, an estimated $119K.
Philip Morris made up 1.04% of Optimist Retirement Group's portfolio in Q1 2026, its #32 holding.
Optimist Retirement Group first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's Philip Morris position peaked at $2.49M in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.