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Stone House Investment Management’s Philip Morris PM Stock Holding History

Stone House Investment Management’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 		$108K Buy
652
+163
+33% +$28.3K 0.02% 116
2025
Q4 		$78.4K Sell
489
-71
-13% -$11K 0.01% 131
2025
Q3 		$90.8K Buy
560
+62
+12% +$10.4K 0.02% 119
2025
Q2 		$90.6K Buy
498
+212
+74% +$36.4K 0.02% 112
2025
Q1 		$45.3K Buy
+286
New +$40.5K 0.01% 154
2024
Q4 		– Sell
-320
Closed -$38.8K – 276
2024
Q3 		$38.8K Hold
320
– – 0.01% 134
2024
Q2 		$32.4K Hold
320
– – 0.01% 155
2024
Q1 		$29.3K Buy
320
+5
+2% +$461 0.01% 163
2023
Q4 		$29.7K Buy
315
+4
+1% +$369 0.01% 105
2023
Q3 		$28.8K Buy
311
+4
+1% +$385 0.01% 104
2023
Q2 		$30K Buy
307
+4
+1% +$382 0.01% 100
2023
Q1 		$29.5K Buy
+303
New +$30.2K 0.01% 107

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

Stone House Investment Management's PM Position: Q1 2026 in Review

Stone House Investment Management increased its Philip Morris (PM) stake by 33% in Q1 2026, buying an estimated $28.3K and bringing the position to 652 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #116.

Stone House Investment Management first reported a position in PM in Q1 2023 and has held it in 12 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Stone House Investment Management held 652 shares of Philip Morris worth $108K as of Q1 2026.
  • Stone House Investment Management bought 163 Philip Morris shares in Q1 2026, an estimated $28.3K.
  • Philip Morris made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #116 holding.
  • Stone House Investment Management first reported a position in Philip Morris in Q1 2023 and has held it in 12 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.