Parvin Asset Management’s Philip Morris PM Stock Holding History

Parvin Asset 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	$800K	Sell	4,420 -150	-3%	-$26K	0.63%	58
2026 Q1	$756K	Hold	4,570	–	–	0.54%	61
2025 Q4	$733K	Sell	4,570 -2,995	-40%	-$464K	0.58%	61
2025 Q3	$1.23M	Sell	7,565 -2,165	-22%	-$364K	1.07%	22
2025 Q2	$1.77M	Sell	9,730 -235	-2%	-$40.4K	1.78%	9
2025 Q1	$1.58M	Sell	9,965 -300	-3%	-$42.5K	1.73%	9
2024 Q4	$1.24M	Buy	+10,265	New	+$1.29M	1.3%	19

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

Parvin Asset Management's PM Position: Q2 2026 in Review

Parvin Asset Management reduced its Philip Morris (PM) stake by 3.3% in Q2 2026, selling an estimated $26K and leaving 4,420 shares worth $800K. The position accounts for 0.63% of the portfolio, ranked #58.

Parvin Asset Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Parvin Asset Management held 4,420 shares of Philip Morris worth $800K as of Q2 2026.
Parvin Asset Management sold 150 Philip Morris shares in Q2 2026, an estimated $26K.
Philip Morris made up 0.63% of Parvin Asset Management's portfolio in Q2 2026, its #58 holding.
Parvin Asset Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Parvin Asset Management's Philip Morris position peaked at $1.77M in Q2 2025.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Parvin Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.