Zullo Investment Group’s Philip Morris PM Stock Holding History

Zullo Investment Group’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	$710K	Sell	3,926 -35	-0.9%	-$6.07K	0.24%	81
2026 Q1	$655K	Hold	3,961	–	–	0.25%	77
2025 Q4	$635K	Hold	3,961	–	–	0.23%	79
2025 Q3	$643K	Buy	3,961 +26	+0.7%	+$4.37K	0.24%	76
2025 Q2	$717K	Hold	3,935	–	–	0.29%	68
2025 Q1	$625K	Hold	3,935	–	–	0.27%	76
2024 Q4	$474K	Hold	3,935	–	–	0.19%	88
2024 Q3	$478K	Hold	3,935	–	–	0.2%	86
2024 Q2	$399K	Hold	3,935	–	–	0.18%	97
2024 Q1	$361K	Buy	3,935 +26	+0.7%	+$2.4K	0.17%	105
2023 Q4	$368K	Buy	3,909 +33	+0.9%	+$3.04K	0.19%	102
2023 Q3	$359K	Sell	3,876 -74	-2%	-$7.12K	0.21%	96
2023 Q2	$386K	Buy	3,950 +30	+0.8%	+$2.87K	0.22%	89
2023 Q1	$381K	Buy	3,920 +29	+0.7%	+$2.89K	0.24%	88
2022 Q4	$394K	Buy	3,891 +35	+0.9%	+$3.3K	0.24%	81
2022 Q3	$320K	Buy	3,856 +30	+0.8%	+$2.86K	0.21%	89
2022 Q2	$378K	Buy	3,826 +27	+0.7%	+$2.75K	0.24%	82
2022 Q1	$357K	Sell	3,799 -121	-3%	-$12.1K	0.19%	102
2021 Q4	$372K	Buy	+3,920	New	+$366K	0.19%	105

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zullo Investment Group's PM Position: Q2 2026 in Review

Zullo Investment Group reduced its Philip Morris (PM) stake by 0.88% in Q2 2026, selling an estimated $6.07K and leaving 3,926 shares worth $710K. The position accounts for 0.24% of the portfolio, ranked #81.

Zullo Investment Group first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $717K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Zullo Investment Group held 3,926 shares of Philip Morris worth $710K as of Q2 2026.
Zullo Investment Group sold 35 Philip Morris shares in Q2 2026, an estimated $6.07K.
Philip Morris made up 0.24% of Zullo Investment Group's portfolio in Q2 2026, its #81 holding.
Zullo Investment Group first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
Zullo Investment Group's Philip Morris position peaked at $717K in Q2 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.