Slocum, Gordon & Co
PM icon

Slocum, Gordon & Co’s Philip Morris PM Stock Holding History

Slocum, Gordon & Co’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
Q3 		$303K Sell
1,586
-30
-2% -$5.67K 0.21% 53
2026
Q2 		$292K Sell
1,616
-89
-5% -$15.4K 0.19% 55
2026
Q1 		$282K Sell
1,705
-57
-3% -$9.9K 0.19% 51
2025
Q4 		$283K Sell
1,762
-30
-2% -$4.65K 0.2% 50
2025
Q3 		$291K Sell
1,792
-93
-5% -$15.6K 0.23% 45
2025
Q2 		$343K Buy
1,885
+45
+2% +$7.73K 0.28% 43
2025
Q1 		$292K Hold
1,840
– – 0.22% 44
2024
Q4 		$221K Buy
1,840
+2
+0.1% +$252 0.18% 52
2024
Q3 		$223K Buy
1,838
+3
+0.2% +$349 0.09% 56
2024
Q2 		$186K Buy
1,835
+260
+17% +$25.4K 0.14% 56
2024
Q1 		$144K Hold
1,575
– – 0.11% 59
2023
Q4 		$148K Hold
1,575
– – 0.13% 59
2023
Q3 		$146K Hold
1,575
– – 0.13% 59
2023
Q2 		$154K Sell
1,575
-144
-8% -$13.8K 0.11% 58
2023
Q1 		$167K Hold
1,719
– – 0.14% 53
2022
Q4 		$174K Buy
+1,719
New +$162K 0.11% 51

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Slocum, Gordon & Co's PM Position: Q3 2026 in Review

Slocum, Gordon & Co reduced its Philip Morris (PM) stake by 1.9% in Q3 2026, selling an estimated $5.67K and leaving 1,586 shares worth $303K. The position accounts for 0.21% of the portfolio, ranked #53.

Slocum, Gordon & Co first reported a position in PM in Q4 2022 and has held it in 16 quarters since. The position peaked at $343K in Q2 2025. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Slocum, Gordon & Co held 1,586 shares of Philip Morris worth $303K as of Q3 2026.
  • Slocum, Gordon & Co sold 30 Philip Morris shares in Q3 2026, an estimated $5.67K.
  • Philip Morris made up 0.21% of Slocum, Gordon & Co's portfolio in Q3 2026, its #53 holding.
  • Slocum, Gordon & Co first reported a position in Philip Morris in Q4 2022 and has held it in 16 quarters since.
  • Slocum, Gordon & Co's Philip Morris position peaked at $343K in Q2 2025.
  • 2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.