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West Family Investments’s Philip Morris PM Stock Holding History

West Family 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
Q2 		$990K Buy
5,474
+50
+0.9% +$8.67K 0.29% 58
2026
Q1 		$897K Sell
5,424
-2,732
-33% -$475K 0.31% 53
2025
Q4 		$1.31M Sell
8,156
-58
-0.7% -$8.99K 0.31% 62
2025
Q3 		$1.33M Buy
8,214
+60
+0.7% +$10.1K 0.3% 69
2025
Q2 		$1.49M Buy
8,154
+2,613
+47% +$449K 0.39% 44
2025
Q1 		$880K Buy
5,541
+593
+12% +$84K 0.33% 61
2024
Q4 		$595K Buy
4,948
+273
+6% +$34.4K 0.21% 99
2024
Q3 		$568K Buy
4,675
+1,177
+34% +$137K 0.19% 109
2024
Q2 		$354K Buy
3,498
+630
+22% +$61.6K 0.11% 152
2024
Q1 		$263K Sell
2,868
-164
-5% -$15.1K 0.08% 202
2023
Q4 		$285K Buy
+3,032
New +$279K 0.1% 161
2023
Q3 		– Sell
-4,103
Closed -$401K – 251
2023
Q2 		$401K Buy
4,103
+24
+0.6% +$2.29K 0.16% 118
2023
Q1 		$397K Buy
4,079
+77
+2% +$7.67K 0.16% 104
2022
Q4 		$405K Sell
4,002
-143
-3% -$13.5K 0.14% 119
2022
Q3 		$344K Buy
4,145
+333
+9% +$31.8K 0.14% 136
2022
Q2 		$376K Buy
3,812
+150
+4% +$15.3K 0.15% 119
2022
Q1 		$344K Buy
3,662
+1,036
+39% +$104K 0.1% 168
2021
Q4 		$249K Sell
2,626
-2,625
-50% -$245K 0.07% 248
2021
Q3 		$498K Buy
5,251
+589
+13% +$59.2K 0.13% 139
2021
Q2 		$462K Buy
+4,662
New +$447K 0.13% 143

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

West Family Investments's PM Position: Q2 2026 in Review

West Family Investments increased its Philip Morris (PM) stake by 0.92% in Q2 2026, buying an estimated $8.67K and bringing the position to 5,474 shares worth $990K. The position accounts for 0.29% of the portfolio, ranked #58.

West Family Investments first reported a position in PM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.49M in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • West Family Investments held 5,474 shares of Philip Morris worth $990K as of Q2 2026.
  • West Family Investments bought 50 Philip Morris shares in Q2 2026, an estimated $8.67K.
  • Philip Morris made up 0.29% of West Family Investments's portfolio in Q2 2026, its #58 holding.
  • West Family Investments first reported a position in Philip Morris in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Philip Morris position peaked at $1.49M in Q2 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.