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Siemens Fonds Invest’s Philip Morris PM Stock Holding History

Siemens Fonds Invest’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 		$1.59M Buy
9,598
+82
+0.9% +$14.2K 0.09% 205
2025
Q4 		$1.54M Hold
9,516
– – 0.08% 207
2025
Q3 		$1.54M Hold
9,516
– – 0.08% 203
2025
Q2 		$1.73M Buy
9,516
+147
+2% +$25.2K 0.1% 194
2025
Q1 		$1.49M Sell
9,369
-267
-3% -$37.8K 0.1% 192
2024
Q4 		$1.16M Hold
9,636
– – 0.08% 206
2024
Q3 		$1.17M Sell
9,636
-139
-1% -$16.1K 0.09% 197
2024
Q2 		$991K Sell
9,775
-6,653
-40% -$650K 0.07% 212
2024
Q1 		$1.51M Sell
16,428
-694
-4% -$64K 0.12% 194
2023
Q4 		$1.61M Buy
17,122
+3,997
+30% +$368K 0.13% 196
2023
Q3 		$1.22M Hold
13,125
– – 0.12% 185
2023
Q2 		$1.27M Buy
13,125
+238
+2% +$22.7K 0.12% 162
2023
Q1 		$1.25M Sell
12,887
-2,216
-15% -$221K 0.13% 164
2022
Q4 		$1.53M Buy
15,103
+97
+0.6% +$9.15K 0.15% 149
2022
Q3 		$1.25M Sell
15,006
-757
-5% -$72.2K 0.14% 157
2022
Q2 		$1.56M Sell
15,763
-414
-3% -$42.2K 0.16% 146
2022
Q1 		$1.52M Sell
16,177
-21,306
-57% -$2.13M 0.12% 158
2021
Q4 		$3.53M Buy
37,483
+229
+0.6% +$21.4K 0.23% 100
2021
Q3 		$3.53M Sell
37,254
-7,697
-17% -$774K 0.24% 91
2021
Q2 		$4.46M Sell
44,951
-17,086
-28% -$1.64M 0.53% 54
2021
Q1 		$5.5M Sell
62,037
-2,198
-3% -$187K 0.53% 51
2020
Q4 		$5.23M Buy
+64,235
New +$5M 0.54% 56

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

Siemens Fonds Invest's PM Position: Q1 2026 in Review

Siemens Fonds Invest increased its Philip Morris (PM) stake by 0.86% in Q1 2026, buying an estimated $14.2K and bringing the position to 9,598 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #205.

Siemens Fonds Invest first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.5M in Q1 2021. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Siemens Fonds Invest held 9,598 shares of Philip Morris worth $1.59M as of Q1 2026.
  • Siemens Fonds Invest bought 82 Philip Morris shares in Q1 2026, an estimated $14.2K.
  • Philip Morris made up 0.09% of Siemens Fonds Invest's portfolio in Q1 2026, its #205 holding.
  • Siemens Fonds Invest first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • Siemens Fonds Invest's Philip Morris position peaked at $5.5M in Q1 2021.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.