Callan Family Office’s Philip Morris PM Stock Holding History

Callan Family Office’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	$19.1M	Sell	115,240 -5,258	-4%	-$914K	0.43%	38
2025 Q4	$19.3M	Buy	120,498 +39,219	+48%	+$6.08M	0.42%	43
2025 Q3	$13.2M	Sell	81,279 -772	-0.9%	-$130K	0.42%	45
2025 Q2	$14.9M	Buy	82,051 +44,960	+121%	+$7.72M	0.47%	37
2025 Q1	$5.89M	Buy	37,091 +6,928	+23%	+$981K	0.44%	51
2024 Q4	$3.63M	Buy	30,163 +25,492	+546%	+$3.22M	0.23%	83
2024 Q3	$567K	Buy	4,671 +806	+21%	+$93.6K	0.1%	99
2024 Q2	$392K	Buy	+3,865	New	+$378K	0.08%	106

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

Callan Family Office's PM Position: Q1 2026 in Review

Callan Family Office reduced its Philip Morris (PM) stake by 4.4% in Q1 2026, selling an estimated $914K and leaving 115,240 shares worth $19.1M. The position accounts for 0.43% of the portfolio, ranked #38.

Callan Family Office first reported a position in PM in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.3M in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Callan Family Office held 115,240 shares of Philip Morris worth $19.1M as of Q1 2026.
Callan Family Office sold 5,258 Philip Morris shares in Q1 2026, an estimated $914K.
Philip Morris made up 0.43% of Callan Family Office's portfolio in Q1 2026, its #38 holding.
Callan Family Office first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
Callan Family Office's Philip Morris position peaked at $19.3M in Q4 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.