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 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symmetry Partners's PM Position: Q1 2026 in Review

Symmetry Partners increased its Philip Morris (PM) stake by 0.42% in Q1 2026, buying an estimated $5.73K and bringing the position to 7,809 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #66.

Symmetry Partners first reported a position in PM in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.16M in Q2 2022. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Symmetry Partners held 7,809 shares of Philip Morris worth $1.29M as of Q1 2026.
Symmetry Partners bought 33 Philip Morris shares in Q1 2026, an estimated $5.73K.
Philip Morris made up 0.07% of Symmetry Partners's portfolio in Q1 2026, its #66 holding.
Symmetry Partners first reported a position in Philip Morris in Q2 2019 and has held it in 27 quarters since.
Symmetry Partners's Philip Morris position peaked at $2.16M in Q2 2022.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Symmetry Partners's 13F filing for Q1 2026, filed 27 Apr 2026.