WA
PM icon

Walsh & Associates’s Philip Morris PM Stock Holding History

Walsh & Associates’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 		$139K Sell
767
-120
-14% -$20.8K 0.11% 74
2026
Q1 		$147K Sell
887
-98
-10% -$17K 0.15% 60
2025
Q4 		$158K Buy
+985
New +$153K 0.16% 57

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

Walsh & Associates's PM Position: Q2 2026 in Review

Walsh & Associates reduced its Philip Morris (PM) stake by 14% in Q2 2026, selling an estimated $20.8K and leaving 767 shares worth $139K. The position accounts for 0.11% of the portfolio, ranked #74.

Walsh & Associates first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $158K in Q4 2025. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Walsh & Associates held 767 shares of Philip Morris worth $139K as of Q2 2026.
  • Walsh & Associates sold 120 Philip Morris shares in Q2 2026, an estimated $20.8K.
  • Philip Morris made up 0.11% of Walsh & Associates's portfolio in Q2 2026, its #74 holding.
  • Walsh & Associates first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Philip Morris position peaked at $158K in Q4 2025.
  • 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.