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Thoroughbred Financial Services’s Philip Morris PM Stock Holding History

Thoroughbred Financial Services’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 		$2.41M Buy
13,337
+299
+2% +$51.9K 0.12% 165
2026
Q1 		$2.15M Buy
13,038
+81
+0.6% +$14.1K 0.13% 151
2025
Q4 		$2.08M Sell
12,957
-1,002
-7% -$155K 0.12% 158
2025
Q3 		$2.26M Buy
13,959
+198
+1% +$33.3K 0.14% 151
2025
Q2 		$2.51M Sell
13,761
-1,092
-7% -$188K 0.18% 124
2025
Q1 		$2.36M Buy
14,853
+1,206
+9% +$171K 0.15% 150
2024
Q4 		$1.64M Buy
13,647
+6,451
+90% +$814K 0.1% 190
2024
Q3 		$873K Buy
7,196
+96
+1% +$11.2K 0.06% 301
2024
Q2 		$719K Buy
7,100
+1,631
+30% +$159K 0.05% 322
2024
Q1 		$501K Sell
5,469
-2,113
-28% -$195K 0.05% 287
2023
Q4 		$713K Sell
7,582
-1,496
-16% -$138K 0.06% 302
2023
Q3 		$840K Buy
9,078
+1,643
+22% +$158K 0.08% 247
2023
Q2 		$725K Sell
7,435
-3,058
-29% -$292K 0.1% 206
2023
Q1 		$1.02M Buy
10,493
+255
+2% +$25.4K 0.15% 156
2022
Q4 		$1.04M Sell
10,238
-173
-2% -$16.3K 0.17% 146
2022
Q3 		$864K Buy
10,411
+540
+5% +$51.5K 0.16% 146
2022
Q2 		$974K Buy
9,871
+166
+2% +$16.9K 0.18% 140
2022
Q1 		$911K Buy
9,705
+4,773
+97% +$478K 0.15% 157
2021
Q4 		$468K Buy
4,932
+1,212
+33% +$113K 0.1% 199
2021
Q3 		$352K Buy
3,720
+700
+23% +$70.4K 0.09% 221
2021
Q2 		$299K Buy
3,020
+190
+7% +$18.2K 0.07% 238
2021
Q1 		$251K Buy
+2,830
New +$240K 0.07% 243
2020
Q2 		– Sell
-5,677
Closed -$414K – 246
2020
Q1 		$414K Buy
5,677
+62
+1% +$5.1K 0.15% 154
2019
Q4 		$478K Sell
5,615
-127
-2% -$10.5K 0.16% 155
2019
Q3 		$436K Buy
5,742
+98
+2% +$7.77K 0.17% 151
2019
Q2 		$443K Hold
5,644
– – 0.17% 126
2019
Q1 		$499K Sell
5,644
-132
-2% -$10.6K 0.21% 121
2018
Q4 		$385K Buy
+5,776
New +$482K 0.19% 122

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 $3.37T AUM 44.26% 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

Thoroughbred Financial Services's PM Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Philip Morris (PM) stake by 2.3% in Q2 2026, buying an estimated $51.9K and bringing the position to 13,337 shares worth $2.41M. The position accounts for 0.12% of the portfolio, ranked #165.

Thoroughbred Financial Services first reported a position in PM in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.51M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Thoroughbred Financial Services held 13,337 shares of Philip Morris worth $2.41M as of Q2 2026.
  • Thoroughbred Financial Services bought 299 Philip Morris shares in Q2 2026, an estimated $51.9K.
  • Philip Morris made up 0.12% of Thoroughbred Financial Services's portfolio in Q2 2026, its #165 holding.
  • Thoroughbred Financial Services first reported a position in Philip Morris in Q4 2018 and has held it in 28 quarters since.
  • Thoroughbred Financial Services's Philip Morris position peaked at $2.51M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.