S
PM icon

SignatureFD’s Philip Morris PM Stock Holding History

SignatureFD’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 		$5.33M Buy
32,221
+2,945
+10% +$512K 0.08% 92
2025
Q4 		$4.7M Buy
29,276
+193
+0.7% +$29.9K 0.07% 101
2025
Q3 		$4.72M Sell
29,083
-927
-3% -$156K 0.07% 92
2025
Q2 		$5.47M Buy
30,010
+3,164
+12% +$543K 0.09% 72
2025
Q1 		$4.26M Buy
26,846
+767
+3% +$109K 0.08% 89
2024
Q4 		$3.14M Buy
26,079
+2,599
+11% +$328K 0.06% 120
2024
Q3 		$2.85M Buy
23,480
+2,560
+12% +$297K 0.05% 126
2024
Q2 		$2.12M Buy
20,920
+2,299
+12% +$225K 0.04% 157
2024
Q1 		$1.71M Sell
18,621
-1,412
-7% -$130K 0.04% 193
2023
Q4 		$1.88M Sell
20,033
-2,016
-9% -$186K 0.04% 164
2023
Q3 		$2.04M Buy
22,049
+2,677
+14% +$258K 0.05% 125
2023
Q2 		$1.89M Buy
19,372
+219
+1% +$20.9K 0.05% 139
2023
Q1 		$1.86M Sell
19,153
-1,073
-5% -$107K 0.05% 131
2022
Q4 		$2.05M Buy
20,226
+184
+0.9% +$17.4K 0.06% 112
2022
Q3 		$1.66M Sell
20,042
-324
-2% -$30.9K 0.06% 113
2022
Q2 		$2.01M Buy
20,366
+2,034
+11% +$207K 0.07% 94
2022
Q1 		$1.72M Sell
18,332
-862
-4% -$86.2K 0.05% 134
2021
Q4 		$1.82M Buy
19,194
+210
+1% +$19.6K 0.06% 120
2021
Q3 		$1.8M Buy
18,984
+1,556
+9% +$157K 0.06% 110
2021
Q2 		$1.73M Buy
17,428
+1,094
+7% +$105K 0.07% 107
2021
Q1 		$1.45M Buy
16,334
+696
+4% +$59.1K 0.06% 113
2020
Q4 		$1.29M Sell
15,638
-772
-5% -$60.1K 0.06% 102
2020
Q3 		$1.23M Buy
16,410
+827
+5% +$63.8K 0.07% 107
2020
Q2 		$1.09M Sell
15,583
-579
-4% -$42.2K 0.07% 105
2020
Q1 		$1.18M Sell
16,162
-2,653
-14% -$218K 0.1% 84
2019
Q4 		$1.6M Buy
18,815
+1,895
+11% +$156K 0.12% 77
2019
Q3 		$1.28M Buy
16,920
+1,493
+10% +$118K 0.11% 75
2019
Q2 		$1.21M Sell
15,427
-1,748
-10% -$144K 0.1% 74
2019
Q1 		$1.52M Sell
17,175
-1,698
-9% -$137K 0.13% 59
2018
Q4 		$1.26M Sell
18,873
-1,346
-7% -$112K 0.12% 70
2018
Q3 		$1.65M Sell
20,219
-3,380
-14% -$277K 0.17% 62
2018
Q2 		$1.91M Buy
23,599
+7,125
+43% +$605K 0.21% 50
2018
Q1 		$1.64M Sell
16,474
-2,445
-13% -$255K 0.19% 40
2017
Q4 		$2M Sell
18,919
-719
-4% -$76.6K 0.24% 39
2017
Q3 		$2.18M Buy
19,638
+1,965
+11% +$229K 0.29% 33
2017
Q2 		$2.08M Sell
17,673
-5,118
-22% -$593K 0.3% 34
2017
Q1 		$2.57M Buy
22,791
+652
+3% +$67.3K 0.38% 27
2016
Q4 		$2.02M Sell
22,139
-1,247
-5% -$116K 0.34% 32
2016
Q3 		$2.27M Buy
23,386
+501
+2% +$50.2K 0.33% 27
2016
Q2 		$2.33M Buy
22,885
+17,309
+310% +$1.73M 0.34% 24
2016
Q1 		$547K Buy
5,576
+1,080
+24% +$99K 0.09% 62
2015
Q4 		$395K Sell
4,496
-176
-4% -$15.3K 0.08% 73
2015
Q3 		$371K Buy
4,672
+1,572
+51% +$129K 0.08% 81
2015
Q2 		$248K Sell
3,100
-247
-7% -$20.3K 0.05% 127
2015
Q1 		$252K Buy
3,347
+130
+4% +$10.6K 0.06% 113
2014
Q4 		$262K Buy
3,217
+87
+3% +$7.47K 0.07% 107
2014
Q3 		$261K Buy
3,130
+583
+23% +$49.3K 0.09% 97
2014
Q2 		$215K Buy
2,547
+1
+0% +$86 0.07% 110
2014
Q1 		$208K Sell
2,546
-2,465
-49% -$199K 0.08% 72
2013
Q4 		$437K Buy
5,011
+643
+15% +$56.2K 0.16% 48
2013
Q3 		$378K Buy
4,368
+1,909
+78% +$167K 0.16% 48
2013
Q2 		$213K Buy
+2,459
New +$228K 0.11% 73

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

SignatureFD's PM Position: Q1 2026 in Review

SignatureFD increased its Philip Morris (PM) stake by 10% in Q1 2026, buying an estimated $512K and bringing the position to 32,221 shares worth $5.33M. The position accounts for 0.08% of the portfolio, ranked #92.

SignatureFD first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.47M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • SignatureFD held 32,221 shares of Philip Morris worth $5.33M as of Q1 2026.
  • SignatureFD bought 2,945 Philip Morris shares in Q1 2026, an estimated $512K.
  • Philip Morris made up 0.08% of SignatureFD's portfolio in Q1 2026, its #92 holding.
  • SignatureFD first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • SignatureFD's Philip Morris position peaked at $5.47M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.