3IP
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3Chopt Investment Partners’s Philip Morris PM Stock Holding History

3Chopt Investment Partners’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 		$7.18M Sell
39,383
-280
-0.7% -$48.6K 1.35% 11
2026
Q1 		$6.62M Sell
39,663
-610
-2% -$106K 1.51% 11
2025
Q4 		$6.52M Buy
40,273
+2,967
+8% +$460K 1.46% 10
2025
Q3 		$6.05M Sell
37,306
-434
-1% -$73K 1.38% 12
2025
Q2 		$6.92M Sell
37,740
-922
-2% -$158K 1.67% 11
2025
Q1 		$6.19M Buy
38,662
+4,528
+13% +$641K 1.62% 9
2024
Q4 		$4.15M Sell
34,134
-462
-1% -$58.3K 1.43% 14
2024
Q3 		$4.25M Sell
34,596
-992
-3% -$115K 1.52% 12
2024
Q2 		$3.65M Buy
35,588
+476
+1% +$46.5K 1.11% 15
2024
Q1 		$3.26M Buy
35,112
+9,043
+35% +$834K 1.34% 19
2023
Q4 		$2.49M Buy
26,069
+2,196
+9% +$202K 0.92% 23
2023
Q3 		$2.24M Buy
23,873
+6,643
+39% +$639K 1.32% 28
2023
Q2 		$1.7M Buy
17,230
+1,056
+7% +$101K 0.85% 36
2023
Q1 		$1.6M Buy
16,174
+783
+5% +$78K 0.85% 38
2022
Q4 		$1.58M Buy
+15,391
New +$1.45M 0.86% 40

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

3Chopt Investment Partners's PM Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Philip Morris (PM) stake by 0.71% in Q2 2026, selling an estimated $48.6K and leaving 39,383 shares worth $7.18M. The position accounts for 1.35% of the portfolio, ranked #11.

3Chopt Investment Partners first reported a position in PM in Q4 2022 and has held it in 15 quarters since. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • 3Chopt Investment Partners held 39,383 shares of Philip Morris worth $7.18M as of Q2 2026.
  • 3Chopt Investment Partners sold 280 Philip Morris shares in Q2 2026, an estimated $48.6K.
  • Philip Morris made up 1.35% of 3Chopt Investment Partners's portfolio in Q2 2026, its #11 holding.
  • 3Chopt Investment Partners first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.