Principal Securities’s Philip Morris PM Stock Holding History

Principal Securities’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	$13.6M	Buy	82,184 +6,122	+8%	+$1.06M	0.2%	98
2025 Q4	$12.2M	Sell	76,062 -485	-0.6%	-$75.1K	0.19%	101
2025 Q3	$12.4M	Buy	76,547 +2,420	+3%	+$407K	0.2%	94
2025 Q2	$13.5M	Buy	74,127 +11,374	+18%	+$1.95M	0.25%	76
2025 Q1	$7.55M	Hold	62,753	–	–	0.17%	119
2024 Q4	$7.55M	Buy	62,753 +8,038	+15%	+$1.01M	0.17%	118
2024 Q3	$6.64M	Buy	54,715 +4,022	+8%	+$467K	0.16%	120
2024 Q2	$5.14M	Buy	50,693 +3,754	+8%	+$367K	0.14%	136
2024 Q1	$4.3M	Sell	46,939 -3,661	-7%	-$338K	0.13%	146
2023 Q4	$4.76M	Buy	+50,600	New	+$4.66M	0.18%	116

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

Principal Securities's PM Position: Q1 2026 in Review

Principal Securities increased its Philip Morris (PM) stake by 8% in Q1 2026, buying an estimated $1.06M and bringing the position to 82,184 shares worth $13.6M. The position accounts for 0.2% of the portfolio, ranked #98.

Principal Securities first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Principal Securities held 82,184 shares of Philip Morris worth $13.6M as of Q1 2026.
Principal Securities bought 6,122 Philip Morris shares in Q1 2026, an estimated $1.06M.
Philip Morris made up 0.2% of Principal Securities's portfolio in Q1 2026, its #98 holding.
Principal Securities first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.