Portfolio Design Labs’s Philip Morris PM Stock Holding History

Portfolio Design Labs’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	$3.8M	Sell	22,988 -1,446	-6%	-$251K	0.68%	29
2025 Q4	$3.92M	Buy	24,434 +2,604	+12%	+$403K	0.65%	29
2025 Q3	$3.54M	Sell	21,830 -6,783	-24%	-$1.14M	0.61%	30
2025 Q2	$5.21M	Buy	28,613 +1,674	+6%	+$287K	1.02%	25
2025 Q1	$4.28M	Buy	26,939 +14,592	+118%	+$2.07M	0.88%	29
2024 Q4	$1.49M	Buy	12,347 +3,187	+35%	+$402K	0.3%	98
2024 Q3	$1.11M	Sell	9,160 -15,901	-63%	-$1.85M	0.31%	97
2024 Q2	$2.54M	Buy	25,061 +2,150	+9%	+$210K	0.78%	54
2024 Q1	$2.1M	Buy	+22,911	New	+$2.11M	0.71%	61

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

Portfolio Design Labs's PM Position: Q1 2026 in Review

Portfolio Design Labs reduced its Philip Morris (PM) stake by 5.9% in Q1 2026, selling an estimated $251K and leaving 22,988 shares worth $3.8M. The position accounts for 0.68% of the portfolio, ranked #29.

Portfolio Design Labs first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.21M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Portfolio Design Labs held 22,988 shares of Philip Morris worth $3.8M as of Q1 2026.
Portfolio Design Labs sold 1,446 Philip Morris shares in Q1 2026, an estimated $251K.
Philip Morris made up 0.68% of Portfolio Design Labs's portfolio in Q1 2026, its #29 holding.
Portfolio Design Labs first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
Portfolio Design Labs's Philip Morris position peaked at $5.21M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.