PTP
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Platform Technology Partners’s Philip Morris PM Stock Holding History

Platform Technology 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 		$1.58M Sell
8,717
-35
-0.4% -$6.07K 0.26% 83
2026
Q1 		$1.45M Buy
8,752
+812
+10% +$141K 0.28% 85
2025
Q4 		$1.27M Sell
7,940
-205
-3% -$31.8K 0.27% 86
2025
Q3 		$1.32M Buy
8,145
+151
+2% +$25.4K 0.32% 76
2025
Q2 		$1.46M Sell
7,994
-80
-1% -$13.7K 0.38% 69
2025
Q1 		$1.28M Buy
8,074
+71
+0.9% +$10.1K 0.37% 71
2024
Q4 		$963K Buy
8,003
+627
+9% +$79.1K 0.29% 86
2024
Q3 		$895K Buy
7,376
+541
+8% +$62.9K 0.28% 89
2024
Q2 		$693K Buy
+6,835
New +$668K 0.24% 92
2023
Q4 		$240K Buy
2,667
+86
+3% +$7.92K 0.09% 176
2023
Q3 		$239K Sell
2,581
-20
-0.8% -$1.93K 0.11% 163
2023
Q2 		$256K Buy
2,601
+20
+0.8% +$1.91K 0.12% 162
2023
Q1 		$251K Buy
2,581
+1
+0% +$100 0.12% 161
2022
Q4 		$261K Sell
2,580
-153
-6% -$14.4K 0.13% 152
2022
Q3 		$227K Sell
2,733
-24
-0.9% -$2.29K 0.13% 159
2022
Q2 		$272K Buy
2,757
+628
+29% +$64K 0.15% 143
2022
Q1 		$200K Sell
2,129
-179
-8% -$17.9K 0.1% 181
2021
Q4 		$219K Hold
2,308
– – 0.1% 182
2021
Q3 		$219K Sell
2,308
-1,789
-44% -$180K 0.1% 190
2021
Q2 		$406K Buy
+4,097
New +$393K 0.17% 151
2020
Q4 		$335K Buy
4,051
+137
+4% +$10.7K 0.16% 143
2020
Q3 		$294K Buy
3,914
+322
+9% +$24.8K 0.18% 134
2020
Q2 		$252K Sell
3,592
-28
-0.8% -$2.04K 0.18% 142
2020
Q1 		$264K Buy
+3,620
New +$298K 0.24% 120

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Platform Technology Partners's PM Position: Q2 2026 in Review

Platform Technology Partners reduced its Philip Morris (PM) stake by 0.4% in Q2 2026, selling an estimated $6.07K and leaving 8,717 shares worth $1.58M. The position accounts for 0.26% of the portfolio, ranked #83.

Platform Technology Partners first reported a position in PM in Q1 2020 and has held it in 24 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Platform Technology Partners held 8,717 shares of Philip Morris worth $1.58M as of Q2 2026.
  • Platform Technology Partners sold 35 Philip Morris shares in Q2 2026, an estimated $6.07K.
  • Philip Morris made up 0.26% of Platform Technology Partners's portfolio in Q2 2026, its #83 holding.
  • Platform Technology Partners first reported a position in Philip Morris in Q1 2020 and has held it in 24 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.