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SFE Investment Counsel’s Philip Morris PM Stock Holding History

SFE Investment Counsel’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
Q2 		$319K Hold
1,765
– – 0.04% 126
2026
Q1 		$292K Buy
1,765
+16
+0.9% +$2.78K 0.05% 125
2025
Q4 		$281K Sell
1,749
-95
-5% -$14.7K 0.04% 126
2025
Q3 		$299K Sell
1,844
-28
-1% -$4.71K 0.05% 123
2025
Q2 		$341K Sell
1,872
-188
-9% -$32.3K 0.06% 114
2025
Q1 		$327K Buy
+2,060
New +$292K 0.07% 111

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFE Investment Counsel's PM Position: Q2 2026 in Review

SFE Investment Counsel held its Philip Morris (PM) position steady in Q2 2026 at 1,765 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #126.

SFE Investment Counsel first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $341K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • SFE Investment Counsel held 1,765 shares of Philip Morris worth $319K as of Q2 2026.
  • SFE Investment Counsel left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.04% of SFE Investment Counsel's portfolio in Q2 2026, its #126 holding.
  • SFE Investment Counsel first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • SFE Investment Counsel's Philip Morris position peaked at $341K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.