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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
Q2 		$610K Buy
3,372
+827
+32% +$143K 0.13% 76
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
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

Syverson Strege & Co's PM Position: Q2 2026 in Review

Syverson Strege & Co increased its Philip Morris (PM) stake by 32% in Q2 2026, buying an estimated $143K and bringing the position to 3,372 shares worth $610K. The position accounts for 0.13% of the portfolio, ranked #76.

Syverson Strege & Co first reported a position in PM in Q4 2021 and has held it in 11 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Syverson Strege & Co held 3,372 shares of Philip Morris worth $610K as of Q2 2026.
  • Syverson Strege & Co bought 827 Philip Morris shares in Q2 2026, an estimated $143K.
  • Philip Morris made up 0.13% of Syverson Strege & Co's portfolio in Q2 2026, its #76 holding.
  • Syverson Strege & Co first reported a position in Philip Morris in Q4 2021 and has held it in 11 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.