Systematic Alpha Investments’s Philip Morris PM Stock Holding History

Systematic Alpha Investments’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	$204K	Buy	+1,126	New	+$195K	0.01%	228
2025 Q3	–	Sell	-1,126	Closed	-$205K	–	242
2025 Q2	$205K	Buy	+1,126	New	+$193K	0.01%	221
2024 Q1	–	Sell	-1,126	Closed	-$106K	–	259
2023 Q4	$106K	Hold	1,126	–	–	﹤0.01%	249
2023 Q3	$104K	Hold	1,126	–	–	0.01%	238
2023 Q2	$110K	Hold	1,126	–	–	0.01%	225
2023 Q1	$110K	Buy	+1,126	New	+$112K	0.01%	241
2021 Q4	–	Sell	-1,126	Closed	-$106K	–	412
2021 Q3	$106K	Buy	+1,126	New	+$113K	﹤0.01%	276

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

Systematic Alpha Investments's PM Position: Q2 2026 in Review

Systematic Alpha Investments opened a new position in Philip Morris (PM) in Q2 2026: 1,126 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Systematic Alpha Investments previously reported a position in PM as recently as Q2 2025.

Systematic Alpha Investments first reported a position in PM in Q3 2021 and has held it in 7 quarters since. The position peaked at $205K in Q2 2025. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Systematic Alpha Investments held 1,126 shares of Philip Morris worth $204K as of Q2 2026.
Philip Morris was a new Systematic Alpha Investments position in Q2 2026.
Philip Morris made up 0.01% of Systematic Alpha Investments's portfolio in Q2 2026, its #228 holding.
Systematic Alpha Investments first reported a position in Philip Morris in Q3 2021 and has held it in 7 quarters since.
Systematic Alpha Investments's Philip Morris position peaked at $205K in Q2 2025.
2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.