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Sittner & Nelson’s Philip Morris PM Stock Holding History

Sittner & Nelson’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 		$621K Buy
3,435
+350
+11% +$60.7K 0.2% 93
2026
Q1 		$510K Sell
3,085
-23
-0.7% -$4K 0.19% 91
2025
Q4 		$568K Buy
3,108
+202
+7% +$31.3K 0.2% 82
2025
Q3 		$471K Buy
2,906
+3
+0.1% +$505 0.17% 84
2025
Q2 		$529K Buy
2,903
+2
+0.1% +$343 0.21% 72
2025
Q1 		$460K Buy
2,901
+26
+0.9% +$3.68K 0.2% 79
2024
Q4 		$346K Buy
2,875
+3
+0.1% +$378 0.15% 91
2024
Q3 		$349K Buy
2,872
+1,454
+103% +$169K 0.16% 89
2024
Q2 		$144K Buy
1,418
+3
+0.2% +$293 0.07% 138
2024
Q1 		$130K Buy
1,415
+4
+0.3% +$369 0.07% 142
2023
Q4 		$133K Sell
1,411
-346
-20% -$31.9K 0.07% 138
2023
Q3 		$163K Buy
1,757
+11
+0.6% +$1.06K 0.09% 121
2023
Q2 		$170K Sell
1,746
-1,500
-46% -$143K 0.09% 117
2023
Q1 		$316K Buy
3,246
+16
+0.5% +$1.59K 0.18% 91
2022
Q4 		$327K Buy
3,230
+19
+0.6% +$1.79K 0.2% 90
2022
Q3 		$267K Sell
3,211
-232
-7% -$22.1K 0.18% 90
2022
Q2 		$340K Buy
3,443
+747
+28% +$76.2K 0.22% 83
2022
Q1 		$253K Buy
2,696
+413
+18% +$41.3K 0.15% 94
2021
Q4 		$217K Buy
2,283
+3
+0.1% +$280 0.13% 96
2021
Q3 		$216K Buy
2,280
+753
+49% +$75.7K 0.14% 91
2021
Q2 		$151K Buy
1,527
+3
+0.2% +$288 0.11% 105
2021
Q1 		$135K Buy
1,524
+3
+0.2% +$255 0.1% 109
2020
Q4 		$126K Buy
+1,521
New +$118K 0.11% 100

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 $3.37T AUM 44.26% 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

Sittner & Nelson's PM Position: Q2 2026 in Review

Sittner & Nelson increased its Philip Morris (PM) stake by 11% in Q2 2026, buying an estimated $60.7K and bringing the position to 3,435 shares worth $621K. The position accounts for 0.2% of the portfolio, ranked #93.

Sittner & Nelson first reported a position in PM in Q4 2020 and has held it in 23 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sittner & Nelson held 3,435 shares of Philip Morris worth $621K as of Q2 2026.
  • Sittner & Nelson bought 350 Philip Morris shares in Q2 2026, an estimated $60.7K.
  • Philip Morris made up 0.2% of Sittner & Nelson's portfolio in Q2 2026, its #93 holding.
  • Sittner & Nelson first reported a position in Philip Morris in Q4 2020 and has held it in 23 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.