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Safe Harbor Fiduciary’s Philip Morris PM Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-183
Closed -$29.4K – 153
2025
Q4 		$29.4K Buy
+183
New +$28.4K 0.03% 114
2025
Q2 		$57.4K Sell
315
-667
-68% -$115K 0.05% 108
2025
Q1 		$156K Sell
982
-58
-6% -$8.21K 0.16% 73
2024
Q4 		$125K Hold
1,040
– – 0.13% 81
2024
Q3 		$126K Buy
+1,040
New +$121K 0.12% 80

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

Safe Harbor Fiduciary's PM Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Philip Morris (PM) in Q1 2026, closing a stake of 183 shares — an estimated $29.4K sold.

Safe Harbor Fiduciary first reported a position in PM in Q3 2024 and held it in 5 quarters. The position peaked at $156K in Q1 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 183 Philip Morris shares in Q1 2026, an estimated $29.4K.
  • Safe Harbor Fiduciary first reported a position in Philip Morris in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Philip Morris position peaked at $156K in Q1 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.