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Prosperitas Financial’s Philip Morris PM Stock Holding History

Prosperitas Financial’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 		$4.6M Buy
27,847
+985
+4% +$171K 1.72% 23
2025
Q4 		$4.31M Buy
26,862
+1,060
+4% +$164K 1.67% 20
2025
Q3 		$4.19M Buy
25,802
+1,352
+6% +$227K 1.74% 21
2025
Q2 		$4.45M Buy
24,450
+263
+1% +$45.2K 2.09% 15
2025
Q1 		$3.84M Buy
24,187
+254
+1% +$36K 1.98% 17
2024
Q4 		$2.88M Buy
23,933
+1,499
+7% +$189K 1.46% 24
2024
Q3 		$2.72M Buy
22,434
+1,493
+7% +$173K 1.47% 23
2024
Q2 		$2.12M Buy
20,941
+1,785
+9% +$175K 1.29% 28
2024
Q1 		$1.76M Buy
19,156
+3,696
+24% +$341K 1.12% 33
2023
Q4 		$1.45M Buy
15,460
+10,532
+214% +$970K 1.07% 33
2023
Q3 		$456K Buy
+4,928
New +$474K 0.35% 49

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Prosperitas Financial's PM Position: Q1 2026 in Review

Prosperitas Financial increased its Philip Morris (PM) stake by 3.7% in Q1 2026, buying an estimated $171K and bringing the position to 27,847 shares worth $4.6M. The position accounts for 1.72% of the portfolio, ranked #23.

Prosperitas Financial first reported a position in PM in Q3 2023 and has held it in 11 quarters since. 2,862 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Prosperitas Financial held 27,847 shares of Philip Morris worth $4.6M as of Q1 2026.
  • Prosperitas Financial bought 985 Philip Morris shares in Q1 2026, an estimated $171K.
  • Philip Morris made up 1.72% of Prosperitas Financial's portfolio in Q1 2026, its #23 holding.
  • Prosperitas Financial first reported a position in Philip Morris in Q3 2023 and has held it in 11 quarters since.
  • 2,862 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.