CPL
PM icon

CAP Partners LLC’s Philip Morris PM Stock Holding History

CAP Partners LLC’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 		$222K Buy
1,342
+8
+0.6% +$1.39K 0.13% 138
2025
Q4 		$214K Buy
1,334
+1
+0.1% +$155 0.12% 136
2025
Q3 		$216K Buy
1,333
+7
+0.5% +$1.18K 0.12% 132
2025
Q2 		$242K Sell
1,326
-75
-5% -$12.9K 0.15% 121
2025
Q1 		$222K Buy
+1,401
New +$198K 0.16% 122

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAP Partners LLC's PM Position: Q1 2026 in Review

CAP Partners LLC increased its Philip Morris (PM) stake by 0.6% in Q1 2026, buying an estimated $1.39K and bringing the position to 1,342 shares worth $222K. The position accounts for 0.13% of the portfolio, ranked #138.

CAP Partners LLC first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $242K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • CAP Partners LLC held 1,342 shares of Philip Morris worth $222K as of Q1 2026.
  • CAP Partners LLC bought 8 Philip Morris shares in Q1 2026, an estimated $1.39K.
  • Philip Morris made up 0.13% of CAP Partners LLC's portfolio in Q1 2026, its #138 holding.
  • CAP Partners LLC first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • CAP Partners LLC's Philip Morris position peaked at $242K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.