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Sonoma Allocations’s Philip Morris PM Stock Holding History

Sonoma Allocations’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 		– Sell
-1,627
Closed -$289K – 150
2025
Q4 		$289K Buy
1,627
+62
+4% +$9.61K 0.1% 108
2025
Q3 		$244K Buy
+1,565
New +$263K 0.09% 118

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sonoma Allocations's PM Position: Q1 2026 in Review

Sonoma Allocations sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,627 shares — an estimated $289K sold.

Sonoma Allocations first reported a position in PM in Q3 2025 and held it in 2 quarters. The position peaked at $289K in Q4 2025. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Sonoma Allocations reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Sonoma Allocations sold 1,627 Philip Morris shares in Q1 2026, an estimated $289K.
  • Sonoma Allocations first reported a position in Philip Morris in Q3 2025 and held it in 2 quarters.
  • Sonoma Allocations's Philip Morris position peaked at $289K in Q4 2025.
  • 2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sonoma Allocations's 13F filing for Q1 2026, filed 19 May 2026.