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Synergy Investment Management’s Philip Morris PM Stock Holding History

Synergy 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
Q2 		$174K Buy
899
+659
+275% +$114K 0.04% 186
2026
Q1 		$39.6K Buy
+240
New +$41.7K 0.01% 314
2025
Q1 		– Sell
-40
Closed -$4.81K – 652
2024
Q4 		$4.81K Buy
+40
New +$5.05K ﹤0.01% 469

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 $3.38T AUM 44.17% 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

Synergy Investment Management's PM Position: Q2 2026 in Review

Synergy Investment Management increased its Philip Morris (PM) stake by 275% in Q2 2026, buying an estimated $114K and bringing the position to 899 shares worth $174K. The position accounts for 0.04% of the portfolio, ranked #186.

Synergy Investment Management first reported a position in PM in Q4 2024 and has held it in 3 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Synergy Investment Management held 899 shares of Philip Morris worth $174K as of Q2 2026.
  • Synergy Investment Management bought 659 Philip Morris shares in Q2 2026, an estimated $114K.
  • Philip Morris made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #186 holding.
  • Synergy Investment Management first reported a position in Philip Morris in Q4 2024 and has held it in 3 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.