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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
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 $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

SFE Investment Counsel's PM Position: Q1 2026 in Review

SFE Investment Counsel increased its Philip Morris (PM) stake by 0.91% in Q1 2026, buying an estimated $2.78K and bringing the position to 1,765 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #125.

SFE Investment Counsel first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $341K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • SFE Investment Counsel held 1,765 shares of Philip Morris worth $292K as of Q1 2026.
  • SFE Investment Counsel bought 16 Philip Morris shares in Q1 2026, an estimated $2.78K.
  • Philip Morris made up 0.05% of SFE Investment Counsel's portfolio in Q1 2026, its #125 holding.
  • SFE Investment Counsel first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • SFE Investment Counsel's Philip Morris position peaked at $341K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.