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Pinney & Scofield’s Philip Morris PM Stock Holding History

Pinney & Scofield’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 		$54.6K Hold
330
– – 0.03% 106
2025
Q4 		$52.9K Hold
330
– – 0.03% 108
2025
Q3 		$53.5K Hold
330
– – 0.03% 99
2025
Q2 		$60.1K Hold
330
– – 0.04% 95
2025
Q1 		$52.4K Hold
330
– – 0.04% 96
2024
Q4 		$39.7K Buy
+330
New +$41.6K 0.03% 106

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

Pinney & Scofield's PM Position: Q1 2026 in Review

Pinney & Scofield held its Philip Morris (PM) position steady in Q1 2026 at 330 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #106.

Pinney & Scofield first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $60.1K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Pinney & Scofield held 330 shares of Philip Morris worth $54.6K as of Q1 2026.
  • Pinney & Scofield left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.03% of Pinney & Scofield's portfolio in Q1 2026, its #106 holding.
  • Pinney & Scofield first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Pinney & Scofield's Philip Morris position peaked at $60.1K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.