Strategic Investment Solutions’s Philip Morris PM Stock Holding History

Strategic Investment Solutions’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	$262K	Buy	1,450 +26	+2%	+$4.51K	0.06%	133
2026 Q1	$235K	Buy	1,424 +11	+0.8%	+$1.91K	0.06%	135
2025 Q4	$227K	Buy	1,413 +241	+21%	+$37.3K	0.05%	128
2025 Q3	$190K	Buy	1,172 +9	+0.8%	+$1.51K	0.05%	138
2025 Q2	$212K	Buy	1,163 +10	+0.9%	+$1.72K	0.06%	121
2025 Q1	$183K	Buy	1,153 +56	+5%	+$7.93K	0.05%	112
2024 Q4	$103K	Sell	1,097 -30	-3%	-$3.79K	0.03%	138
2024 Q3	$137K	Sell	1,127 -245	-18%	-$28.5K	0.04%	117
2024 Q2	$152K	Buy	+1,372	New	+$134K	0.05%	108
2023 Q4	$126K	Buy	+1,342	New	+$124K	0.02%	273
2023 Q2	–	Sell	-1,504	Closed	-$146K	–	948
2023 Q1	$146K	Buy	+1,504	New	+$150K	0.03%	207

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

Strategic Investment Solutions's PM Position: Q2 2026 in Review

Strategic Investment Solutions increased its Philip Morris (PM) stake by 1.8% in Q2 2026, buying an estimated $4.51K and bringing the position to 1,450 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #133.

Strategic Investment Solutions first reported a position in PM in Q1 2023 and has held it in 11 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Strategic Investment Solutions held 1,450 shares of Philip Morris worth $262K as of Q2 2026.
Strategic Investment Solutions bought 26 Philip Morris shares in Q2 2026, an estimated $4.51K.
Philip Morris made up 0.06% of Strategic Investment Solutions's portfolio in Q2 2026, its #133 holding.
Strategic Investment Solutions first reported a position in Philip Morris in Q1 2023 and has held it in 11 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.