Aurdan Capital Management
PM icon

Aurdan Capital Management’s Philip Morris PM Stock Holding History

Aurdan 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
Q3 		$8.9M Hold
46,637
– – 1.96% 14
2026
Q2 		$8.44M Sell
46,637
-1,865
-4% -$323K 2.14% 12
2026
Q1 		$8.02M Buy
48,502
+237
+0.5% +$41.2K 2.41% 11
2025
Q4 		$7.74M Sell
48,265
-66
-0.1% -$10.2K 2.39% 9
2025
Q3 		$7.84M Sell
48,331
-5,822
-11% -$980K 2.49% 9
2025
Q2 		$9.9M Sell
54,153
-1,092
-2% -$188K 3.36% 6
2025
Q1 		$8.77M Sell
55,245
-6,680
-11% -$946K 3.3% 10
2024
Q4 		$7.45M Buy
+61,925
New +$7.81M 2.86% 10

Other funds holding PM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Aurdan Capital Management's PM Position: Q3 2026 in Review

Aurdan Capital Management held its Philip Morris (PM) position steady in Q3 2026 at 46,637 shares worth $8.9M. The position accounts for 1.96% of the portfolio, ranked #14.

Aurdan Capital Management first reported a position in PM in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.9M in Q2 2025. 2,209 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Aurdan Capital Management held 46,637 shares of Philip Morris worth $8.9M as of Q3 2026.
  • Aurdan Capital Management left its Philip Morris share count unchanged in Q3 2026.
  • Philip Morris made up 1.96% of Aurdan Capital Management's portfolio in Q3 2026, its #14 holding.
  • Aurdan Capital Management first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
  • Aurdan Capital Management's Philip Morris position peaked at $9.9M in Q2 2025.
  • 2,209 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Aurdan Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.