Blue Whale Capital’s Philip Morris PM Stock Holding History

Blue Whale Capital’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 Q1	$3.01M	Sell	18,201 -285,196	-94%	-$49.6M	0.14%	26
2025 Q4	$48.7M	Sell	303,397 -194,945	-39%	-$30.2M	2.5%	16
2025 Q3	$80.8M	Sell	498,342 -26,517	-5%	-$4.46M	4.47%	9
2025 Q2	$95.6M	Buy	524,859 +45,164	+9%	+$7.76M	6.26%	6
2025 Q1	$76.1M	Buy	479,695 +25,540	+6%	+$3.62M	6.16%	6
2024 Q4	$54.7M	Buy	454,155 +43,604	+11%	+$5.5M	4.06%	11
2024 Q3	$49.8M	Buy	410,551 +5,551	+1%	+$645K	3.88%	12
2024 Q2	$41M	Sell	405,000 -20,000	-5%	-$1.96M	3.91%	11
2024 Q1	$38.9M	Buy	425,000 +65,000	+18%	+$5.99M	4.11%	11
2023 Q4	$33.9M	Buy	360,000 +166,000	+86%	+$15.3M	4.34%	11
2023 Q3	$18M	Buy	194,000 +2,000	+1%	+$192K	2.89%	11
2023 Q2	$18.7M	Buy	+192,000	New	+$18.3M	2.88%	12

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Whale Capital's PM Position: Q1 2026 in Review

Blue Whale Capital reduced its Philip Morris (PM) stake by 94% in Q1 2026, selling an estimated $49.6M and leaving 18,201 shares worth $3.01M. The position accounts for 0.14% of the portfolio, ranked #26.

Blue Whale Capital first reported a position in PM in Q2 2023 and has held it in 12 quarters since. The position peaked at $95.6M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Blue Whale Capital held 18,201 shares of Philip Morris worth $3.01M as of Q1 2026.
Blue Whale Capital sold 285,196 Philip Morris shares in Q1 2026, an estimated $49.6M.
Philip Morris made up 0.14% of Blue Whale Capital's portfolio in Q1 2026, its #26 holding.
Blue Whale Capital first reported a position in Philip Morris in Q2 2023 and has held it in 12 quarters since.
Blue Whale Capital's Philip Morris position peaked at $95.6M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Blue Whale Capital's 13F filing for Q1 2026, filed 14 May 2026.