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Prostatis Group’s Philip Morris PM Stock Holding History

Prostatis Group’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 		$687K Sell
4,157
-126
-3% -$21.9K 0.18% 90
2025
Q4 		$687K Buy
4,283
+2,412
+129% +$374K 0.16% 88
2025
Q3 		$303K Buy
1,871
+1
+0.1% +$168 0.08% 127
2025
Q2 		$341K Buy
1,870
+75
+4% +$12.9K 0.1% 111
2025
Q1 		$285K Buy
1,795
+10
+0.6% +$1.42K 0.09% 124
2024
Q4 		$215K Buy
+1,785
New +$225K 0.06% 147
2024
Q3 		– Sell
-2,418
Closed -$245K – 145
2024
Q2 		$245K Buy
+2,418
New +$236K 0.09% 129
2023
Q3 		– Sell
-97,805
Closed -$116K – 192
2023
Q2 		$116K Buy
+97,805
New +$9.34M 0.05% 132

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Prostatis Group's PM Position: Q1 2026 in Review

Prostatis Group reduced its Philip Morris (PM) stake by 2.9% in Q1 2026, selling an estimated $21.9K and leaving 4,157 shares worth $687K. The position accounts for 0.18% of the portfolio, ranked #90.

Prostatis Group first reported a position in PM in Q2 2023 and has held it in 8 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Prostatis Group held 4,157 shares of Philip Morris worth $687K as of Q1 2026.
  • Prostatis Group sold 126 Philip Morris shares in Q1 2026, an estimated $21.9K.
  • Philip Morris made up 0.18% of Prostatis Group's portfolio in Q1 2026, its #90 holding.
  • Prostatis Group first reported a position in Philip Morris in Q2 2023 and has held it in 8 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.