PFS Partners’s Philip Morris PM Stock Holding History

PFS Partners’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	$59.3K	Buy	328 +1	+0.3%	+$173	0.02%	187
2026 Q1	$54.1K	Hold	327	–	–	0.02%	170
2025 Q4	$52.4K	Buy	327 +1	+0.3%	+$155	0.02%	179
2025 Q3	$52.9K	Buy	326 +34	+12%	+$5.72K	0.03%	170
2025 Q2	$53.2K	Buy	292 +58	+25%	+$9.96K	0.03%	156
2025 Q1	$37.1K	Hold	234	–	–	0.02%	166
2024 Q4	$28.2K	Hold	234	–	–	0.02%	189
2024 Q3	$28.4K	Hold	234	–	–	0.02%	183
2024 Q2	$23.7K	Hold	234	–	–	0.01%	181
2024 Q1	$21.4K	Hold	234	–	–	0.01%	193
2023 Q4	$22K	Hold	234	–	–	0.02%	183
2023 Q3	$21.7K	Hold	234	–	–	0.02%	171
2023 Q2	$22.8K	Hold	234	–	–	0.02%	178
2023 Q1	$22.8K	Hold	234	–	–	0.02%	153
2022 Q4	$23.7K	Hold	234	–	–	0.02%	143
2022 Q3	$19.4K	Hold	234	–	–	0.02%	146
2022 Q2	$23.1K	Hold	234	–	–	0.02%	136
2022 Q1	$22K	Sell	234 -100	-30%	-$10K	0.02%	154
2021 Q4	$31.7K	Buy	+334	New	+$31.2K	0.02%	127

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

PFS Partners's PM Position: Q2 2026 in Review

PFS Partners increased its Philip Morris (PM) stake by 0.31% in Q2 2026, buying an estimated $173 and bringing the position to 328 shares worth $59.3K. The position accounts for 0.02% of the portfolio, ranked #187.

PFS Partners first reported a position in PM in Q4 2021 and has held it in 19 quarters since. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

PFS Partners held 328 shares of Philip Morris worth $59.3K as of Q2 2026.
PFS Partners bought 1 Philip Morris share in Q2 2026, an estimated $173.
Philip Morris made up 0.02% of PFS Partners's portfolio in Q2 2026, its #187 holding.
PFS Partners first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.