Smartleaf Asset Management’s Philip Morris PM Stock Holding History

Smartleaf Asset Management’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	$3.63M	Buy	22,026 +3,406	+18%	+$592K	0.13%	140
2025 Q4	$3.02M	Buy	18,620 +3,362	+22%	+$521K	0.11%	158
2025 Q3	$2.49M	Buy	15,258 +6,355	+71%	+$1.07M	0.15%	143
2025 Q2	$1.61M	Sell	8,903 -1,614	-15%	-$277K	0.14%	167
2025 Q1	$1.63M	Sell	10,517 -485	-4%	-$68.7K	0.16%	150
2024 Q4	$1.32M	Buy	11,002 +2,631	+31%	+$332K	0.13%	164
2024 Q3	$1.01M	Buy	8,371 +2,412	+40%	+$280K	0.12%	185
2024 Q2	$605K	Buy	5,959 +452	+8%	+$44.2K	0.1%	227
2024 Q1	$508K	Buy	5,507 +1,830	+50%	+$169K	0.1%	216
2023 Q4	$332K	Buy	+3,677	New	+$339K	0.09%	222

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

Smartleaf Asset Management's PM Position: Q1 2026 in Review

Smartleaf Asset Management increased its Philip Morris (PM) stake by 18% in Q1 2026, buying an estimated $592K and bringing the position to 22,026 shares worth $3.63M. The position accounts for 0.13% of the portfolio, ranked #140.

Smartleaf Asset Management first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Smartleaf Asset Management held 22,026 shares of Philip Morris worth $3.63M as of Q1 2026.
Smartleaf Asset Management bought 3,406 Philip Morris shares in Q1 2026, an estimated $592K.
Philip Morris made up 0.13% of Smartleaf Asset Management's portfolio in Q1 2026, its #140 holding.
Smartleaf Asset Management first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.