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Steigerwald Gordon & Koch’s Philip Morris PM Stock Holding History

Steigerwald Gordon & Koch’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 		$124K Buy
685
+11
+2% +$1.91K 0.01% 195
2026
Q1 		$112K Buy
674
+38
+6% +$6.6K 0.01% 197
2025
Q4 		$102K Hold
636
– – 0.01% 210
2025
Q3 		$103K Buy
+636
New +$107K 0.01% 208
2017
Q4 		– Sell
-2,401
Closed -$267K – 93
2017
Q3 		$267K Sell
2,401
-402
-14% -$46.8K 0.07% 72
2017
Q2 		$329K Buy
2,803
+217
+8% +$25.1K 0.09% 60
2017
Q1 		$292K Buy
2,586
+260
+11% +$26.8K 0.09% 64
2016
Q4 		$213K Buy
+2,326
New +$216K 0.07% 77

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

Steigerwald Gordon & Koch's PM Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Philip Morris (PM) stake by 1.6% in Q2 2026, buying an estimated $1.91K and bringing the position to 685 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #195.

Steigerwald Gordon & Koch first reported a position in PM in Q4 2016 and has held it in 8 quarters since. The position peaked at $329K in Q2 2017. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Steigerwald Gordon & Koch held 685 shares of Philip Morris worth $124K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 11 Philip Morris shares in Q2 2026, an estimated $1.91K.
  • Philip Morris made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #195 holding.
  • Steigerwald Gordon & Koch first reported a position in Philip Morris in Q4 2016 and has held it in 8 quarters since.
  • Steigerwald Gordon & Koch's Philip Morris position peaked at $329K in Q2 2017.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.