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Optimize Financial’s Philip Morris PM Stock Holding History

Optimize Financial’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 		$618K Sell
3,736
-14
-0.4% -$2.43K 0.3% 62
2025
Q4 		$602K Buy
3,750
+52
+1% +$8.06K 0.3% 83
2025
Q3 		$600K Buy
+3,698
New +$622K 0.31% 65

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's PM Position: Q1 2026 in Review

Optimize Financial reduced its Philip Morris (PM) stake by 0.37% in Q1 2026, selling an estimated $2.43K and leaving 3,736 shares worth $618K. The position accounts for 0.3% of the portfolio, ranked #62.

Optimize Financial first reported a position in PM in Q3 2025 and has held it in 3 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Optimize Financial held 3,736 shares of Philip Morris worth $618K as of Q1 2026.
  • Optimize Financial sold 14 Philip Morris shares in Q1 2026, an estimated $2.43K.
  • Philip Morris made up 0.3% of Optimize Financial's portfolio in Q1 2026, its #62 holding.
  • Optimize Financial first reported a position in Philip Morris in Q3 2025 and has held it in 3 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.