Caldwell Sutter Capital’s Philip Morris PM Stock Holding History

Caldwell Sutter 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	$650K	Hold	3,593	–	–	0.25%	100
2026 Q1	$594K	Hold	3,593	–	–	0.24%	101
2025 Q4	$576K	Hold	3,593	–	–	0.24%	104
2025 Q3	$583K	Hold	3,593	–	–	0.25%	103
2025 Q2	$654K	Sell	3,593 -15	-0.4%	-$2.58K	0.3%	89
2025 Q1	$573K	Buy	3,608 +13	+0.4%	+$1.84K	0.27%	101
2024 Q4	$433K	Hold	3,595	–	–	0.2%	120
2024 Q3	$436K	Sell	3,595 -33	-0.9%	-$3.83K	0.2%	124
2024 Q2	$368K	Buy	3,628 +453	+14%	+$44.3K	0.18%	133
2024 Q1	$291K	Sell	3,175 -3	-0.1%	-$277	0.14%	156
2023 Q4	$299K	Buy	3,178 +185	+6%	+$17K	0.15%	139
2023 Q3	$277K	Hold	2,993	–	–	0.15%	143
2023 Q2	$292K	Buy	2,993 +978	+49%	+$93.4K	0.15%	143
2023 Q1	$196K	Buy	2,015 +15	+0.8%	+$1.5K	0.14%	129
2022 Q4	$202K	Buy	+2,000	New	+$189K	0.18%	100

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

Caldwell Sutter Capital's PM Position: Q2 2026 in Review

Caldwell Sutter Capital held its Philip Morris (PM) position steady in Q2 2026 at 3,593 shares worth $650K. The position accounts for 0.25% of the portfolio, ranked #100.

Caldwell Sutter Capital first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $654K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Caldwell Sutter Capital held 3,593 shares of Philip Morris worth $650K as of Q2 2026.
Caldwell Sutter Capital left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.25% of Caldwell Sutter Capital's portfolio in Q2 2026, its #100 holding.
Caldwell Sutter Capital first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Philip Morris position peaked at $654K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.