Broadwater Capital’s Philip Morris PM Stock Holding History

Broadwater 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	$2.53K	Hold	14	–	–	﹤0.01%	188
2026 Q1	$2.25K	Hold	14	–	–	﹤0.01%	193
2025 Q4	$2.25K	Hold	14	–	–	﹤0.01%	193
2025 Q3	$2.27K	Sell	14 -2,536	-99%	-$427K	﹤0.01%	197
2025 Q2	$2.55M	Buy	2,550 +2,536	+18,114%	+$435K	﹤0.01%	198
2025 Q1	$2.22K	Hold	14	–	–	﹤0.01%	197
2024 Q4	$1.69K	Hold	14	–	–	﹤0.01%	207
2024 Q3	$1.7K	Hold	14	–	–	﹤0.01%	214
2024 Q2	$1.42K	Hold	14	–	–	﹤0.01%	215
2024 Q1	$1.28K	Hold	14	–	–	﹤0.01%	215
2023 Q4	$1.32K	Buy	+14	New	+$1.29K	﹤0.01%	211

Other funds holding PM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Broadwater Capital's PM Position: Q2 2026 in Review

Broadwater Capital held its Philip Morris (PM) position steady in Q2 2026 at 14 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Broadwater Capital first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.55M in Q2 2025. 1,706 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Broadwater Capital held 14 shares of Philip Morris worth $2.53K as of Q2 2026.
Broadwater Capital left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up ﹤0.01% of Broadwater Capital's portfolio in Q2 2026, its #188 holding.
Broadwater Capital first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Philip Morris position peaked at $2.55M in Q2 2025.
1,706 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.