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Schulhoff & Co’s Philip Morris PM Stock Holding History

Schulhoff & Co’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 		$701K Buy
4,240
+2
+0% +$348 0.29% 73
2025
Q4 		$680K Buy
4,238
+2
+0% +$310 0.29% 73
2025
Q3 		$687K Buy
4,236
+2
+0% +$336 0.29% 69
2025
Q2 		$771K Buy
4,234
+2
+0% +$343 0.34% 64
2025
Q1 		$672K Buy
4,232
+3
+0.1% +$425 0.3% 69
2024
Q4 		$581K Buy
4,229
+3
+0.1% +$378 0.21% 73
2024
Q3 		$513K Buy
4,226
+2
+0% +$232 0.21% 82
2024
Q2 		$428K Buy
4,224
+4
+0.1% +$391 0.19% 81
2024
Q1 		$387K Buy
4,220
+3
+0.1% +$277 0.17% 84
2023
Q4 		$397K Buy
4,217
+3
+0.1% +$276 0.19% 82
2023
Q3 		$390K Buy
4,214
+2
+0% +$192 0.2% 78
2023
Q2 		$411K Buy
4,212
+3
+0.1% +$287 0.19% 80
2023
Q1 		$409K Buy
4,209
+3
+0.1% +$299 0.19% 79
2022
Q4 		$426K Buy
4,206
+3
+0.1% +$283 0.2% 79
2022
Q3 		$348K Buy
4,203
+3
+0.1% +$286 0.18% 84
2022
Q2 		$414K Buy
4,200
+2
+0% +$204 0.19% 79
2022
Q1 		$394K Buy
4,198
+3
+0.1% +$300 0.17% 82
2021
Q4 		$398K Buy
4,195
+2
+0% +$187 0.16% 82
2021
Q3 		$397K Buy
4,193
+3
+0.1% +$302 0.18% 81
2021
Q2 		$415K Buy
4,190
+2
+0% +$192 0.18% 79
2021
Q1 		$371K Buy
4,188
+3
+0.1% +$255 0.17% 85
2020
Q4 		$346K Buy
4,185
+3
+0.1% +$234 0.17% 81
2020
Q3 		$313K Sell
4,182
-97
-2% -$7.48K 0.17% 79
2020
Q2 		$299K Buy
4,279
+3
+0.1% +$219 0.18% 81
2020
Q1 		$311K Buy
4,276
+2
+0% +$165 0.19% 78
2019
Q4 		$363K Buy
4,274
+3
+0.1% +$247 0.17% 84
2019
Q3 		$324K Buy
4,271
+2
+0% +$158 0.16% 86
2019
Q2 		$335K Buy
4,269
+2
+0% +$165 0.17% 81
2019
Q1 		$377K Buy
+4,267
New +$344K 0.2% 75
2018
Q4 		– Sell
-2,962
Closed -$241K – 104
2018
Q3 		$241K Buy
2,962
+3
+0.1% +$246 0.13% 95
2018
Q2 		$238K Buy
2,959
+1
+0% +$85 0.14% 95
2018
Q1 		$294K Buy
2,958
+2
+0.1% +$208 0.17% 86
2017
Q4 		$312K Buy
2,956
+2
+0.1% +$213 0.18% 84
2017
Q3 		$327K Buy
2,954
+1
+0% +$116 0.19% 81
2017
Q2 		$346K Buy
2,953
+1
+0% +$116 0.21% 77
2017
Q1 		$333K Buy
2,952
+2
+0.1% +$206 0.2% 80
2016
Q4 		$269K Buy
2,950
+2
+0.1% +$185 0.17% 91
2016
Q3 		$286K Buy
2,948
+1
+0% +$100 0.18% 88
2016
Q2 		$299K Sell
2,947
-48
-2% -$4.79K 0.19% 85
2016
Q1 		$293K Buy
2,995
+2
+0.1% +$183 0.19% 80
2015
Q4 		$263K Buy
2,993
+3
+0.1% +$260 0.18% 85
2015
Q3 		$237K Buy
2,990
+2
+0.1% +$165 0.17% 87
2015
Q2 		$239K Hold
2,988
– – 0.15% 99
2015
Q1 		$225K Buy
2,988
+2
+0.1% +$162 0.14% 103
2014
Q4 		$243K Buy
2,986
+1
+0% +$86 0.15% 101
2014
Q3 		$249K Buy
2,985
+2
+0.1% +$169 0.16% 101
2014
Q2 		$251K Buy
2,983
+1
+0% +$86 0.16% 100
2014
Q1 		$244K Buy
2,982
+2
+0.1% +$162 0.16% 98
2013
Q4 		$259K Buy
2,980
+347
+13% +$30.3K 0.18% 92
2013
Q3 		$228K Buy
2,633
+1
+0% +$87 0.16% 97
2013
Q2 		$228K Buy
+2,632
New +$245K 0.17% 92

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

Schulhoff & Co's PM Position: Q1 2026 in Review

Schulhoff & Co increased its Philip Morris (PM) stake by 0.05% in Q1 2026, buying an estimated $348 and bringing the position to 4,240 shares worth $701K. The position accounts for 0.29% of the portfolio, ranked #73.

Schulhoff & Co first reported a position in PM in Q2 2013 and has held it in 51 quarters since. The position peaked at $771K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Schulhoff & Co held 4,240 shares of Philip Morris worth $701K as of Q1 2026.
  • Schulhoff & Co bought 2 Philip Morris shares in Q1 2026, an estimated $348.
  • Philip Morris made up 0.29% of Schulhoff & Co's portfolio in Q1 2026, its #73 holding.
  • Schulhoff & Co first reported a position in Philip Morris in Q2 2013 and has held it in 51 quarters since.
  • Schulhoff & Co's Philip Morris position peaked at $771K in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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