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 Q2	–	Sell	-18,201	Closed	-$3.01M	–	28
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 $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

Blue Whale Capital's PM Position: Q2 2026 in Review

Blue Whale Capital sold out of Philip Morris (PM) in Q2 2026, closing a stake of 18,201 shares — an estimated $3.01M sold.

Blue Whale Capital first reported a position in PM in Q2 2023 and held it in 12 quarters. The position peaked at $95.6M in Q2 2025. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Blue Whale Capital reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
Blue Whale Capital sold 18,201 Philip Morris shares in Q2 2026, an estimated $3.01M.
Blue Whale Capital first reported a position in Philip Morris in Q2 2023 and held it in 12 quarters.
Blue Whale Capital's Philip Morris position peaked at $95.6M in Q2 2025.
2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Blue Whale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.