SP
PM icon

Symmetry Partners’s Philip Morris PM Stock Holding History

Symmetry Partners’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 		$1.47M Buy
8,111
+302
+4% +$52.4K 0.07% 69
2026
Q1 		$1.29M Buy
7,809
+33
+0.4% +$5.73K 0.07% 66
2025
Q4 		$1.25M Buy
7,776
+3,473
+81% +$538K 0.07% 67
2025
Q3 		$698K Buy
4,303
+47
+1% +$7.91K 0.08% 78
2025
Q2 		$775K Buy
4,256
+1,393
+49% +$239K 0.1% 73
2025
Q1 		$454K Buy
2,863
+2
+0.1% +$283 0.06% 88
2024
Q4 		$344K Buy
+2,861
New +$361K 0.05% 91
2024
Q3 		– Sell
-6,876
Closed -$697K – 402
2024
Q2 		$697K Sell
6,876
-657
-9% -$64.2K 0.04% 223
2024
Q1 		$690K Hold
7,533
– – 0.05% 238
2023
Q4 		$709K Sell
7,533
-2,055
-21% -$189K 0.04% 222
2023
Q3 		$888K Sell
9,588
-530
-5% -$51K 0.05% 194
2023
Q2 		$988K Hold
10,118
– – 0.05% 192
2023
Q1 		$984K Sell
10,118
-7,597
-43% -$757K 0.05% 189
2022
Q4 		$1.79M Buy
17,715
+2,108
+14% +$199K 0.11% 104
2022
Q3 		$1.3M Sell
15,607
-6,228
-29% -$594K 0.09% 122
2022
Q2 		$2.16M Buy
21,835
+6,745
+45% +$688K 0.15% 77
2022
Q1 		$1.42M Buy
15,090
+4,972
+49% +$497K 0.09% 134
2021
Q4 		$961K Sell
10,118
-1,097
-10% -$103K 0.06% 221
2021
Q3 		$1.08M Hold
11,215
– – 0.07% 203
2021
Q2 		$1.11M Sell
11,215
-1,168
-9% -$112K 0.07% 205
2021
Q1 		$1.1M Buy
12,383
+180
+1% +$15.3K 0.08% 182
2020
Q4 		$1.01M Sell
12,203
-2,874
-19% -$224K 0.08% 182
2020
Q3 		$1.13M Buy
15,077
+2,569
+21% +$198K 0.1% 138
2020
Q2 		$876K Buy
12,508
+7,281
+139% +$531K 0.11% 83
2020
Q1 		$381K Sell
5,227
-3,881
-43% -$319K 0.08% 162
2019
Q4 		$775K Sell
9,108
-495
-5% -$40.8K 0.16% 84
2019
Q3 		$729K Sell
9,603
-320
-3% -$25.4K 0.15% 89
2019
Q2 		$779K Buy
+9,923
New +$820K 0.16% 99

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Symmetry Partners's PM Position: Q2 2026 in Review

Symmetry Partners increased its Philip Morris (PM) stake by 3.9% in Q2 2026, buying an estimated $52.4K and bringing the position to 8,111 shares worth $1.47M. The position accounts for 0.07% of the portfolio, ranked #69.

Symmetry Partners first reported a position in PM in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.16M in Q2 2022. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Symmetry Partners held 8,111 shares of Philip Morris worth $1.47M as of Q2 2026.
  • Symmetry Partners bought 302 Philip Morris shares in Q2 2026, an estimated $52.4K.
  • Philip Morris made up 0.07% of Symmetry Partners's portfolio in Q2 2026, its #69 holding.
  • Symmetry Partners first reported a position in Philip Morris in Q2 2019 and has held it in 28 quarters since.
  • Symmetry Partners's Philip Morris position peaked at $2.16M in Q2 2022.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.