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PDS Planning’s Philip Morris PM Stock Holding History

PDS Planning’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 		$971K Buy
5,873
+204
+4% +$35.4K 0.06% 144
2025
Q4 		$909K Buy
5,669
+5
+0.1% +$775 0.06% 153
2025
Q3 		$919K Sell
5,664
-101
-2% -$17K 0.06% 142
2025
Q2 		$1.05M Buy
5,765
+782
+16% +$134K 0.08% 119
2025
Q1 		$791K Buy
4,983
+1,020
+26% +$144K 0.07% 138
2024
Q4 		$477K Sell
3,963
-141
-3% -$17.8K 0.04% 199
2024
Q3 		$498K Buy
4,104
+525
+15% +$61K 0.04% 195
2024
Q2 		$363K Sell
3,579
-652
-15% -$63.7K 0.04% 222
2024
Q1 		$388K Buy
4,231
+144
+4% +$13.3K 0.04% 206
2023
Q4 		$384K Buy
4,087
+463
+13% +$42.7K 0.04% 186
2023
Q3 		$336K Buy
3,624
+257
+8% +$24.7K 0.04% 197
2023
Q2 		$329K Sell
3,367
-598
-15% -$57.1K 0.04% 199
2023
Q1 		$386K Buy
3,965
+1,405
+55% +$140K 0.05% 148
2022
Q4 		$259K Sell
2,560
-115
-4% -$10.9K 0.04% 163
2022
Q3 		$222K Buy
2,675
+105
+4% +$10K 0.04% 166
2022
Q2 		$254K Buy
2,570
+815
+46% +$83.1K 0.05% 161
2022
Q1 		$165K Buy
1,755
+2
+0.1% +$200 0.03% 219
2021
Q4 		$167K Sell
1,753
-281
-14% -$26.3K 0.03% 204
2021
Q3 		$193K Buy
+2,034
New +$205K 0.04% 191

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

PDS Planning's PM Position: Q1 2026 in Review

PDS Planning increased its Philip Morris (PM) stake by 3.6% in Q1 2026, buying an estimated $35.4K and bringing the position to 5,873 shares worth $971K. The position accounts for 0.06% of the portfolio, ranked #144.

PDS Planning first reported a position in PM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • PDS Planning held 5,873 shares of Philip Morris worth $971K as of Q1 2026.
  • PDS Planning bought 204 Philip Morris shares in Q1 2026, an estimated $35.4K.
  • Philip Morris made up 0.06% of PDS Planning's portfolio in Q1 2026, its #144 holding.
  • PDS Planning first reported a position in Philip Morris in Q3 2021 and has held it in 19 quarters since.
  • PDS Planning's Philip Morris position peaked at $1.05M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.