Syverson Strege & Co’s Philip Morris PM Stock Holding History

Syverson Strege & Co’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	$421K	Buy	2,545 +104	+4%	+$18.1K	0.1%	87
2025 Q4	$392K	Buy	2,441 +201	+9%	+$31.1K	0.09%	90
2025 Q3	$363K	Sell	2,240 -558	-20%	-$93.9K	0.09%	91
2025 Q2	$510K	Buy	+2,798	New	+$480K	0.12%	70
2023 Q2	–	Sell	-50	Closed	-$4.86K	–	470
2023 Q1	$4.86K	Hold	50	–	–	﹤0.01%	339
2022 Q4	$5.06K	Hold	50	–	–	﹤0.01%	219
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	228
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	259
2022 Q1	$5K	Hold	50	–	–	0.01%	243
2021 Q4	$5K	Buy	+50	New	+$4.67K	﹤0.01%	238

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

Syverson Strege & Co's PM Position: Q1 2026 in Review

Syverson Strege & Co increased its Philip Morris (PM) stake by 4.3% in Q1 2026, buying an estimated $18.1K and bringing the position to 2,545 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #87.

Syverson Strege & Co first reported a position in PM in Q4 2021 and has held it in 10 quarters since. The position peaked at $510K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Syverson Strege & Co held 2,545 shares of Philip Morris worth $421K as of Q1 2026.
Syverson Strege & Co bought 104 Philip Morris shares in Q1 2026, an estimated $18.1K.
Philip Morris made up 0.1% of Syverson Strege & Co's portfolio in Q1 2026, its #87 holding.
Syverson Strege & Co first reported a position in Philip Morris in Q4 2021 and has held it in 10 quarters since.
Syverson Strege & Co's Philip Morris position peaked at $510K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.