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Valley Forge Investment Consultants’s Philip Morris PM Stock Holding History

Valley Forge Investment Consultants’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 		$217K Buy
+1,200
New +$208K 0.06% 77
2025
Q4 		– Sell
-1,248
Closed -$202K – 85
2025
Q3 		$202K Sell
1,248
-83
-6% -$14K 0.06% 82
2025
Q2 		$242K Buy
1,331
+1
+0.1% +$172 0.08% 75
2025
Q1 		$211K Sell
1,330
-1
-0.1% -$142 0.08% 69
2024
Q4 		$160K Buy
1,331
+1
+0.1% +$126 0.06% 73
2024
Q3 		$161K Buy
+1,330
New +$155K 0.06% 73

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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

Valley Forge Investment Consultants's PM Position: Q2 2026 in Review

Valley Forge Investment Consultants opened a new position in Philip Morris (PM) in Q2 2026: 1,200 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #77 among its holdings. This is a return to the name: Valley Forge Investment Consultants previously reported a position in PM as recently as Q3 2025.

Valley Forge Investment Consultants first reported a position in PM in Q3 2024 and has held it in 6 quarters since. The position peaked at $242K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Valley Forge Investment Consultants held 1,200 shares of Philip Morris worth $217K as of Q2 2026.
  • Philip Morris was a new Valley Forge Investment Consultants position in Q2 2026.
  • Philip Morris made up 0.06% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #77 holding.
  • Valley Forge Investment Consultants first reported a position in Philip Morris in Q3 2024 and has held it in 6 quarters since.
  • Valley Forge Investment Consultants's Philip Morris position peaked at $242K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.