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Truvestments Capital’s Philip Morris PM Stock Holding History

Truvestments Capital’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 		$198K Sell
1,200
-26
-2% -$4.52K 0.04% 310
2025
Q4 		$197K Buy
1,226
+111
+10% +$17.2K 0.04% 287
2025
Q3 		$181K Buy
1,115
+271
+32% +$45.6K 0.03% 294
2025
Q2 		$154K Sell
844
-438
-34% -$75.2K 0.03% 257
2025
Q1 		$203K Buy
1,282
+925
+259% +$131K 0.04% 240
2024
Q4 		$43K Buy
357
+190
+114% +$24K 0.01% 390
2024
Q3 		$20.3K Buy
+167
New +$19.4K 0.01% 485
2024
Q2 		– Sell
-83
Closed -$7.6K – 554
2024
Q1 		$7.6K Hold
83
– – ﹤0.01% 516
2023
Q4 		$7.81K Hold
83
– – ﹤0.01% 538
2023
Q3 		$7.68K Hold
83
– – ﹤0.01% 471
2023
Q2 		$8.1K Hold
83
– – ﹤0.01% 471
2023
Q1 		$8.07K Sell
83
-45
-35% -$4.49K ﹤0.01% 457
2022
Q4 		$13K Buy
128
+45
+54% +$4.25K 0.01% 432
2022
Q3 		$7K Hold
83
– – ﹤0.01% 447
2022
Q2 		$8K Buy
+83
New +$8.46K ﹤0.01% 437
2022
Q1 		– Sell
-198
Closed -$19K – 442
2021
Q4 		$19K Hold
198
– – 0.01% 347
2021
Q3 		$19K Hold
198
– – 0.01% 324
2021
Q2 		$20K Sell
198
-898
-82% -$86.2K 0.01% 322
2021
Q1 		$98K Buy
1,096
+47
+4% +$3.99K 0.06% 214
2020
Q4 		$86K Buy
1,049
+151
+17% +$11.8K 0.06% 202
2020
Q3 		$67K Sell
898
-225
-20% -$17.4K 0.06% 169
2020
Q2 		$78K Hold
1,123
– – 0.08% 171
2020
Q1 		$81K Sell
1,123
-3,132
-74% -$258K 0.1% 134
2019
Q4 		$362K Buy
4,255
+35
+0.8% +$2.88K 0.25% 100
2019
Q3 		$320K Buy
4,220
+47
+1% +$3.72K 0.21% 103
2019
Q2 		$328K Sell
4,173
-419
-9% -$34.6K 0.22% 101
2019
Q1 		$406K Buy
+4,592
New +$370K 0.31% 74
2018
Q3 		$564K Buy
6,911
+1,110
+19% +$91.1K 0.27% 96
2018
Q2 		$468K Buy
+5,801
New +$492K 0.29% 100

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

Truvestments Capital's PM Position: Q1 2026 in Review

Truvestments Capital reduced its Philip Morris (PM) stake by 2.1% in Q1 2026, selling an estimated $4.52K and leaving 1,200 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #310.

Truvestments Capital first reported a position in PM in Q2 2018 and has held it in 29 quarters since. The position peaked at $564K in Q3 2018. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Truvestments Capital held 1,200 shares of Philip Morris worth $198K as of Q1 2026.
  • Truvestments Capital sold 26 Philip Morris shares in Q1 2026, an estimated $4.52K.
  • Philip Morris made up 0.04% of Truvestments Capital's portfolio in Q1 2026, its #310 holding.
  • Truvestments Capital first reported a position in Philip Morris in Q2 2018 and has held it in 29 quarters since.
  • Truvestments Capital's Philip Morris position peaked at $564K in Q3 2018.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.