Pinnacle West Asset Management’s Philip Morris PM Stock Holding History

Pinnacle West 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	–	Sell	-3,000	Closed	-$496K	–	112
2026 Q1	$496K	Hold	3,000	–	–	0.34%	75
2025 Q4	$481K	Hold	3,000	–	–	0.31%	78
2025 Q3	$487K	Hold	3,000	–	–	0.32%	79
2025 Q2	$546K	Hold	3,000	–	–	0.38%	70
2025 Q1	$476K	Hold	3,000	–	–	0.34%	76
2024 Q4	$361K	Hold	3,000	–	–	0.26%	85
2024 Q3	$364K	Hold	3,000	–	–	0.26%	85
2024 Q2	$304K	Hold	3,000	–	–	0.24%	85
2024 Q1	$275K	Hold	3,000	–	–	0.22%	94
2023 Q4	$282K	Hold	3,000	–	–	0.24%	92
2023 Q3	$278K	Hold	3,000	–	–	0.27%	87
2023 Q2	$293K	Hold	3,000	–	–	0.28%	86
2023 Q1	$292K	Buy	+3,000	New	+$299K	0.31%	87

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 $3.38T AUM 44.17% 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

Pinnacle West Asset Management's PM Position: Q2 2026 in Review

Pinnacle West Asset Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 3,000 shares — an estimated $496K sold.

Pinnacle West Asset Management first reported a position in PM in Q1 2023 and held it in 13 quarters. The position peaked at $546K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Pinnacle West Asset Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
Pinnacle West Asset Management sold 3,000 Philip Morris shares in Q2 2026, an estimated $496K.
Pinnacle West Asset Management first reported a position in Philip Morris in Q1 2023 and held it in 13 quarters.
Pinnacle West Asset Management's Philip Morris position peaked at $546K in Q2 2025.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.