SimplyRich’s Philip Morris PM Stock Holding History

SimplyRich’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	$401K	Hold	2,427	–	–	0.1%	174
2025 Q4	$389K	Hold	2,427	–	–	0.1%	155
2025 Q3	$393K	Hold	2,427	–	–	0.11%	159
2025 Q2	$442K	Hold	2,427	–	–	0.12%	152
2025 Q1	$385K	Hold	2,427	–	–	0.11%	156
2024 Q4	$292K	Hold	2,427	–	–	0.08%	187
2024 Q3	$294K	Hold	2,427	–	–	0.08%	181
2024 Q2	$245K	Hold	2,427	–	–	0.08%	163
2024 Q1	$223K	Sell	2,427 -4	-0.2%	-$369	0.07%	175
2023 Q4	$229K	Hold	2,431	–	–	0.08%	162
2023 Q3	$225K	Hold	2,431	–	–	0.11%	137
2023 Q2	$237K	Hold	2,431	–	–	0.08%	164
2023 Q1	$236K	Hold	2,431	–	–	0.09%	161
2022 Q4	$246K	Hold	2,431	–	–	0.1%	156
2022 Q3	$201K	Hold	2,431	–	–	0.09%	153
2022 Q2	$240K	Hold	2,431	–	–	0.1%	142
2022 Q1	$228K	Hold	2,431	–	–	0.08%	164
2021 Q4	$231K	Hold	2,431	–	–	0.08%	165
2021 Q3	$230K	Hold	2,431	–	–	0.08%	162
2021 Q2	$240K	Hold	2,431	–	–	0.11%	143
2021 Q1	$216K	Hold	2,431	–	–	0.09%	161
2020 Q4	$201K	Buy	+2,431	New	+$189K	0.09%	151
2020 Q1	–	Sell	-2,837	Closed	-$243K	–	142
2019 Q4	$243K	Hold	2,837	–	–	0.12%	140
2019 Q3	$213K	Hold	2,837	–	–	0.12%	144
2019 Q2	$223K	Buy	+2,837	New	+$234K	0.12%	144
2018 Q4	–	Sell	-2,837	Closed	-$231K	–	127
2018 Q3	$231K	Sell	2,837 -320	-10%	-$26.3K	0.13%	144
2018 Q2	$255K	Hold	3,157	–	–	0.15%	143
2018 Q1	$314K	Hold	3,157	–	–	0.18%	139
2017 Q4	$334K	Buy	+3,157	New	+$336K	0.19%	134

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SimplyRich's PM Position: Q1 2026 in Review

SimplyRich held its Philip Morris (PM) position steady in Q1 2026 at 2,427 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #174.

SimplyRich first reported a position in PM in Q4 2017 and has held it in 29 quarters since. The position peaked at $442K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

SimplyRich held 2,427 shares of Philip Morris worth $401K as of Q1 2026.
SimplyRich left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.1% of SimplyRich's portfolio in Q1 2026, its #174 holding.
SimplyRich first reported a position in Philip Morris in Q4 2017 and has held it in 29 quarters since.
SimplyRich's Philip Morris position peaked at $442K in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.