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Cambria Investment Management’s Philip Morris PM Stock Holding History

Cambria Investment 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
Q2 		$1.57M Sell
8,687
-2,256
-21% -$391K 0.08% 225
2026
Q1 		$1.81M Sell
10,943
-73
-0.7% -$12.7K 0.1% 168
2025
Q4 		$1.77M Buy
11,016
+2,237
+25% +$347K 0.1% 183
2025
Q3 		$1.42M Buy
8,779
+5,335
+155% +$898K 0.09% 183
2025
Q2 		$627K Sell
3,444
-1,190
-26% -$204K 0.04% 214
2025
Q1 		$736K Sell
4,634
-1,811
-28% -$257K 0.05% 150
2024
Q4 		$776K Hold
6,445
– – 0.05% 162
2024
Q3 		$782K Buy
6,445
+1,242
+24% +$144K 0.05% 150
2024
Q2 		$527K Sell
5,203
-536
-9% -$52.4K 0.03% 175
2024
Q1 		$526K Sell
5,739
-1,611
-22% -$149K 0.03% 200
2023
Q4 		$691K Hold
7,350
– – 0.05% 152
2023
Q3 		$680K Hold
7,350
– – 0.06% 151
2023
Q2 		$718K Sell
7,350
-642
-8% -$61.3K 0.06% 146
2023
Q1 		$777K Sell
7,992
-888
-10% -$88.5K 0.06% 153
2022
Q4 		$899K Buy
8,880
+444
+5% +$41.9K 0.08% 195
2022
Q3 		$700K Sell
8,436
-444
-5% -$42.3K 0.08% 159
2022
Q2 		$877K Sell
8,880
-1,320
-13% -$135K 0.11% 139
2022
Q1 		$958K Sell
10,200
-1,320
-11% -$132K 0.12% 142
2021
Q4 		$1.09M Sell
11,520
-864
-7% -$80.8K 0.18% 140
2021
Q3 		$1.17M Buy
12,384
+576
+5% +$57.9K 0.22% 140
2021
Q2 		$1.17M Buy
11,808
+1,152
+11% +$111K 0.2% 144
2021
Q1 		$946K Buy
10,656
+3,168
+42% +$269K 0.19% 149
2020
Q4 		$620K Buy
7,488
+1,440
+24% +$112K 0.21% 131
2020
Q3 		$454K Buy
6,048
+1,152
+24% +$88.9K 0.17% 134
2020
Q2 		$343K Buy
4,896
+288
+6% +$21K 0.13% 145
2020
Q1 		$336K Buy
4,608
+576
+14% +$47.4K 0.13% 141
2019
Q4 		$343K Buy
+4,032
New +$332K 0.09% 157

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 $3.37T AUM 44.26% 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

Cambria Investment Management's PM Position: Q2 2026 in Review

Cambria Investment Management reduced its Philip Morris (PM) stake by 21% in Q2 2026, selling an estimated $391K and leaving 8,687 shares worth $1.57M. The position accounts for 0.08% of the portfolio, ranked #225.

Cambria Investment Management first reported a position in PM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.81M in Q1 2026. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cambria Investment Management held 8,687 shares of Philip Morris worth $1.57M as of Q2 2026.
  • Cambria Investment Management sold 2,256 Philip Morris shares in Q2 2026, an estimated $391K.
  • Philip Morris made up 0.08% of Cambria Investment Management's portfolio in Q2 2026, its #225 holding.
  • Cambria Investment Management first reported a position in Philip Morris in Q4 2019 and has held it in 27 quarters since.
  • Cambria Investment Management's Philip Morris position peaked at $1.81M in Q1 2026.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.