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Applied Finance Capital Management’s Philip Morris PM Stock Holding History

Applied Finance Capital Management’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 		$7.26M Buy
+40,140
New +$6.96M 0.54% 57
2024
Q4 		– Sell
-16,146
Closed -$1.96M – 324
2024
Q3 		$1.96M Sell
16,146
-852
-5% -$99K 0.08% 69
2024
Q2 		$1.72M Buy
+16,998
New +$1.66M 0.08% 69

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 $3.38T 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

Applied Finance Capital Management's PM Position: Q2 2026 in Review

Applied Finance Capital Management opened a new position in Philip Morris (PM) in Q2 2026: 40,140 shares worth $7.26M. The stake represents 0.54% of the portfolio and ranks #57 among its holdings. This is a return to the name: Applied Finance Capital Management previously reported a position in PM as recently as Q3 2024.

Applied Finance Capital Management first reported a position in PM in Q2 2024 and has held it in 3 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Applied Finance Capital Management held 40,140 shares of Philip Morris worth $7.26M as of Q2 2026.
  • Philip Morris was a new Applied Finance Capital Management position in Q2 2026.
  • Philip Morris made up 0.54% of Applied Finance Capital Management's portfolio in Q2 2026, its #57 holding.
  • Applied Finance Capital Management first reported a position in Philip Morris in Q2 2024 and has held it in 3 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.