TI
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TrueMark Investments’s Philip Morris PM Stock Holding History

TrueMark 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
Q1 		$14.1M Sell
85,031
-351
-0.4% -$61K 2.74% 4
2025
Q4 		$13.7M Buy
85,382
+8,170
+11% +$1.27M 2.62% 2
2025
Q3 		$12.5M Buy
77,212
+4,303
+6% +$724K 2.18% 2
2025
Q2 		$13.3M Buy
72,909
+6,820
+10% +$1.17M 2.87% 3
2025
Q1 		$10.5M Buy
66,089
+15,826
+31% +$2.24M 2.75% 5
2024
Q4 		$6.05M Buy
50,263
+4,278
+9% +$540K 1.93% 4
2024
Q3 		$5.58M Buy
45,985
+4,320
+10% +$502K 1.79% 4
2024
Q2 		$4.22M Buy
41,665
+15,480
+59% +$1.51M 1.44% 16
2024
Q1 		$2.4M Sell
26,185
-480
-2% -$44.3K 2.2% 16
2023
Q4 		$2.51M Buy
+26,665
New +$2.46M 2.49% 9

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return