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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
Q2 		$20.6M Sell
114,031
-1,209
-1% -$210K 0.4% 44
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Callan Family Office's PM Position: Q2 2026 in Review

Callan Family Office reduced its Philip Morris (PM) stake by 1% in Q2 2026, selling an estimated $210K and leaving 114,031 shares worth $20.6M. The position accounts for 0.4% of the portfolio, ranked #44.

Callan Family Office first reported a position in PM in Q2 2024 and has held it in 9 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Callan Family Office held 114,031 shares of Philip Morris worth $20.6M as of Q2 2026.
  • Callan Family Office sold 1,209 Philip Morris shares in Q2 2026, an estimated $210K.
  • Philip Morris made up 0.4% of Callan Family Office's portfolio in Q2 2026, its #44 holding.
  • Callan Family Office first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.