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Salomon & Ludwin’s Philip Morris PM Stock Holding History

Salomon & Ludwin’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 		$4.41M Sell
27,901
-38
-0.1% -$6.6K 0.39% 47
2025
Q4 		$4.47M Buy
27,939
+99
+0.4% +$15.3K 0.39% 46
2025
Q3 		$4.27M Buy
27,840
+340
+1% +$57.2K 0.38% 48
2025
Q2 		$4.84M Sell
27,500
-1,923
-7% -$330K 0.48% 41
2025
Q1 		$4.67M Buy
29,423
+715
+2% +$101K 0.5% 40
2024
Q4 		$3.46M Sell
28,708
-200
-0.7% -$25.2K 0.37% 48
2024
Q3 		$3.51M Sell
28,908
-259
-0.9% -$30.1K 0.36% 52
2024
Q2 		$2.96M Sell
29,167
-4,019
-12% -$393K 0.33% 56
2024
Q1 		$3.04M Sell
33,186
-2,242
-6% -$207K 0.26% 60
2023
Q4 		$3.28M Hold
35,428
– – 0.34% 52
2023
Q3 		$3.28M Buy
35,428
+105
+0.3% +$10.1K 0.34% 52
2023
Q2 		$3.45M Sell
35,323
-165
-0.5% -$15.8K 0.37% 51
2023
Q1 		$3.45M Sell
35,488
-55
-0.2% -$5.48K 0.41% 48
2022
Q4 		$3.6M Buy
35,543
+14,383
+68% +$1.36M 0.46% 46
2022
Q3 		$1.76M Buy
21,160
+11,516
+119% +$1.1M 0.26% 52
2022
Q2 		$952K Buy
9,644
+6,108
+173% +$623K 0.15% 54
2022
Q1 		$332K Buy
3,536
+470
+15% +$47K 0.05% 87
2021
Q4 		$291K Buy
3,066
+820
+37% +$76.6K 0.04% 90
2021
Q3 		$213K Buy
+2,246
New +$226K 0.03% 94
2020
Q2 		– Sell
-387
Closed -$28K – 181
2020
Q1 		$28K Hold
387
– – 0.01% 122
2019
Q4 		$33K Hold
387
– – 0.01% 128
2019
Q3 		$29K Hold
387
– – 0.01% 125
2019
Q2 		$30K Buy
387
+87
+29% +$7.19K 0.01% 115
2019
Q1 		$27K Hold
300
– – 0.01% 115
2018
Q4 		$20K Buy
+300
New +$25.1K ﹤0.01% 125

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

Salomon & Ludwin's PM Position: Q1 2026 in Review

Salomon & Ludwin reduced its Philip Morris (PM) stake by 0.14% in Q1 2026, selling an estimated $6.6K and leaving 27,901 shares worth $4.41M. The position accounts for 0.39% of the portfolio, ranked #47.

Salomon & Ludwin first reported a position in PM in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.84M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Salomon & Ludwin held 27,901 shares of Philip Morris worth $4.41M as of Q1 2026.
  • Salomon & Ludwin sold 38 Philip Morris shares in Q1 2026, an estimated $6.6K.
  • Philip Morris made up 0.39% of Salomon & Ludwin's portfolio in Q1 2026, its #47 holding.
  • Salomon & Ludwin first reported a position in Philip Morris in Q4 2018 and has held it in 25 quarters since.
  • Salomon & Ludwin's Philip Morris position peaked at $4.84M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.