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Stiles Financial Services’s Philip Morris PM Stock Holding History

Stiles Financial Services’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 		$248K Sell
1,499
-1,379
-48% -$240K 0.08% 159
2025
Q4 		$462K Hold
2,878
– – 0.14% 121
2025
Q3 		$467K Hold
2,878
– – 0.15% 123
2025
Q2 		$524K Buy
+2,878
New +$494K 0.18% 112

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stiles Financial Services's PM Position: Q1 2026 in Review

Stiles Financial Services reduced its Philip Morris (PM) stake by 48% in Q1 2026, selling an estimated $240K and leaving 1,499 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #159.

Stiles Financial Services first reported a position in PM in Q2 2025 and has held it in 4 quarters since. The position peaked at $524K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Stiles Financial Services held 1,499 shares of Philip Morris worth $248K as of Q1 2026.
  • Stiles Financial Services sold 1,379 Philip Morris shares in Q1 2026, an estimated $240K.
  • Philip Morris made up 0.08% of Stiles Financial Services's portfolio in Q1 2026, its #159 holding.
  • Stiles Financial Services first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • Stiles Financial Services's Philip Morris position peaked at $524K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.