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Stokes Family Office’s Philip Morris PM Stock Holding History

Stokes Family Office’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 		$7.01M Sell
42,425
-6,541
-13% -$1.14M 0.72% 40
2025
Q4 		$7.85M Buy
48,966
+5,382
+12% +$834K 0.72% 38
2025
Q3 		$7.07M Buy
43,584
+2,549
+6% +$429K 0.67% 41
2025
Q2 		$7.47M Buy
41,035
+9,072
+28% +$1.56M 0.78% 35
2025
Q1 		$5.07M Sell
31,963
-11,908
-27% -$1.69M 0.57% 41
2024
Q4 		$5.28M Buy
43,871
+3,953
+10% +$499K 0.56% 42
2024
Q3 		$4.85M Sell
39,918
-1,386
-3% -$161K 0.53% 41
2024
Q2 		$4.19M Buy
41,304
+75
+0.2% +$7.33K 0.49% 50
2024
Q1 		$3.78M Sell
41,229
-13
-0% -$1.2K 0.47% 56
2023
Q4 		$3.88M Sell
41,242
-12,882
-24% -$1.19M 0.52% 48
2023
Q3 		$5.01M Buy
54,124
+2,424
+5% +$233K 0.59% 36
2023
Q2 		$5.05M Sell
51,700
-1,819
-3% -$174K 0.58% 35
2023
Q1 		$5.2M Buy
53,519
+759
+1% +$75.6K 0.65% 32
2022
Q4 		$5.34M Buy
52,760
+1,241
+2% +$117K 0.69% 34
2022
Q3 		$4.28M Sell
51,519
-1,535
-3% -$146K 0.61% 37
2022
Q2 		$5.24M Buy
53,054
+5,746
+12% +$586K 0.71% 34
2022
Q1 		$4.44M Sell
47,308
-837
-2% -$83.7K 0.59% 42
2021
Q4 		$4.57M Buy
48,145
+258
+0.5% +$24.1K 0.57% 45
2021
Q3 		$4.54M Buy
47,887
+455
+1% +$45.8K 0.63% 40
2021
Q2 		$4.7M Buy
47,432
+342
+0.7% +$32.8K 0.67% 39
2021
Q1 		$4.18M Buy
47,090
+1,532
+3% +$130K 0.65% 40
2020
Q4 		$3.77M Buy
45,558
+1,696
+4% +$132K 0.74% 36
2020
Q3 		$3.29M Buy
43,862
+305
+0.7% +$23.5K 0.75% 37
2020
Q2 		$3.05M Buy
43,557
+3,020
+7% +$220K 0.77% 36
2020
Q1 		$2.96M Buy
40,537
+1,146
+3% +$94.3K 0.79% 32
2019
Q4 		$3.35M Buy
+39,391
New +$3.25M 0.75% 35

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

Stokes Family Office's PM Position: Q1 2026 in Review

Stokes Family Office reduced its Philip Morris (PM) stake by 13% in Q1 2026, selling an estimated $1.14M and leaving 42,425 shares worth $7.01M. The position accounts for 0.72% of the portfolio, ranked #40.

Stokes Family Office first reported a position in PM in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.85M in Q4 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Stokes Family Office held 42,425 shares of Philip Morris worth $7.01M as of Q1 2026.
  • Stokes Family Office sold 6,541 Philip Morris shares in Q1 2026, an estimated $1.14M.
  • Philip Morris made up 0.72% of Stokes Family Office's portfolio in Q1 2026, its #40 holding.
  • Stokes Family Office first reported a position in Philip Morris in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Philip Morris position peaked at $7.85M in Q4 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.