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 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 $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle West Asset Management's PM Position: Q1 2026 in Review

Pinnacle West Asset Management held its Philip Morris (PM) position steady in Q1 2026 at 3,000 shares worth $496K. The position accounts for 0.34% of the portfolio, ranked #75.

Pinnacle West Asset Management first reported a position in PM in Q1 2023 and has held it in 13 quarters since. The position peaked at $546K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Pinnacle West Asset Management held 3,000 shares of Philip Morris worth $496K as of Q1 2026.
Pinnacle West Asset Management left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.34% of Pinnacle West Asset Management's portfolio in Q1 2026, its #75 holding.
Pinnacle West Asset Management first reported a position in Philip Morris in Q1 2023 and has held it in 13 quarters since.
Pinnacle West Asset Management's Philip Morris position peaked at $546K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.