Princeton Global Asset Management’s Philip Morris PM Stock Holding History

Princeton Global 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	$225K	Sell	1,242 -655	-35%	-$114K	0.03%	203
2026 Q1	$314K	Sell	1,897 -3,000	-61%	-$521K	0.05%	163
2025 Q4	$785K	Hold	4,897	–	–	0.13%	108
2025 Q3	$794K	Sell	4,897 -334	-6%	-$56.2K	0.13%	110
2025 Q2	$953K	Sell	5,231 -1,195	-19%	-$205K	0.17%	97
2025 Q1	$1.02M	Buy	6,426 +1,284	+25%	+$182K	0.2%	96
2024 Q4	$619K	Buy	5,142 +200	+4%	+$25.2K	0.12%	119
2024 Q3	$600K	Hold	4,942	–	–	0.12%	117
2024 Q2	$501K	Hold	4,942	–	–	0.11%	108
2024 Q1	$453K	Sell	4,942 -148	-3%	-$13.6K	0.11%	112
2023 Q4	$479K	Hold	5,090	–	–	0.12%	106
2023 Q3	$471K	Sell	5,090 -1,200	-19%	-$115K	0.13%	108
2023 Q2	$614K	Sell	6,290 -10,333	-62%	-$987K	0.18%	98
2023 Q1	$1.62M	Hold	16,623	–	–	0.47%	63
2022 Q4	$1.68M	Hold	16,623	–	–	0.54%	59
2022 Q3	$1.38M	Hold	16,623	–	–	0.48%	66
2022 Q2	$1.64M	Hold	16,623	–	–	0.53%	64
2022 Q1	$1.56M	Hold	16,623	–	–	0.43%	68
2021 Q4	$1.58M	Hold	16,623	–	–	0.44%	69
2021 Q3	$1.58M	Hold	16,623	–	–	0.48%	63
2021 Q2	$1.65M	Hold	16,623	–	–	0.5%	61
2021 Q1	$1.48M	Sell	16,623 -1,805	-10%	-$153K	0.48%	64
2020 Q4	$1.53M	Buy	18,428 +1,805	+11%	+$141K	0.53%	58
2020 Q3	$1.25M	Sell	16,623 -711	-4%	-$54.9K	0.5%	57
2020 Q2	$1.21M	Buy	17,334 +16,200	+1,429%	+$1.18M	0.38%	85
2020 Q1	$83K	Buy	1,134 +423	+59%	+$34.8K	0.04%	202
2019 Q4	$60	Buy	+711	New	+$58.6K	0.02%	224

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 $3.37T AUM 44.26% 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

Princeton Global Asset Management's PM Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Philip Morris (PM) stake by 35% in Q2 2026, selling an estimated $114K and leaving 1,242 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #203.

Princeton Global Asset Management first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.68M in Q4 2022. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Princeton Global Asset Management held 1,242 shares of Philip Morris worth $225K as of Q2 2026.
Princeton Global Asset Management sold 655 Philip Morris shares in Q2 2026, an estimated $114K.
Philip Morris made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #203 holding.
Princeton Global Asset Management first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
Princeton Global Asset Management's Philip Morris position peaked at $1.68M in Q4 2022.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.