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Boreal Capital Management’s Philip Morris PM Stock Holding History

Boreal 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
Q1 		$292K Hold
1,749
– – 0.24% 91
2025
Q4 		$283K Buy
1,749
+139
+9% +$21.5K 0.21% 108
2025
Q3 		$261K Buy
1,610
+354
+28% +$59.6K 0.21% 109
2025
Q2 		$230K Buy
+1,256
New +$216K 0.19% 124

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boreal Capital Management's PM Position: Q1 2026 in Review

Boreal Capital Management held its Philip Morris (PM) position steady in Q1 2026 at 1,749 shares worth $292K. The position accounts for 0.24% of the portfolio, ranked #91.

Boreal Capital Management first reported a position in PM in Q2 2025 and has held it in 4 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Boreal Capital Management held 1,749 shares of Philip Morris worth $292K as of Q1 2026.
  • Boreal Capital Management left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.24% of Boreal Capital Management's portfolio in Q1 2026, its #91 holding.
  • Boreal Capital Management first reported a position in Philip Morris in Q2 2025 and has held it in 4 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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