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 Q2	$6.55M	Sell	36,221 -6,204	-15%	-$1.08M	0.76%	39
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stokes Family Office's PM Position: Q2 2026 in Review

Stokes Family Office reduced its Philip Morris (PM) stake by 15% in Q2 2026, selling an estimated $1.08M and leaving 36,221 shares worth $6.55M. The position accounts for 0.76% of the portfolio, ranked #39.

Stokes Family Office first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.85M in Q4 2025. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Stokes Family Office held 36,221 shares of Philip Morris worth $6.55M as of Q2 2026.
Stokes Family Office sold 6,204 Philip Morris shares in Q2 2026, an estimated $1.08M.
Philip Morris made up 0.76% of Stokes Family Office's portfolio in Q2 2026, its #39 holding.
Stokes Family Office first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
Stokes Family Office's Philip Morris position peaked at $7.85M in Q4 2025.
2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.