CAP Partners LLC
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
Q3 		$227K Sell
1,188
-22
-2% -$4.16K 0.1% 155
2026
Q2 		$219K Sell
1,210
-132
-10% -$22.9K 0.11% 146
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

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CAP Partners LLC's PM Position: Q3 2026 in Review

CAP Partners LLC reduced its Philip Morris (PM) stake by 1.8% in Q3 2026, selling an estimated $4.16K and leaving 1,188 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #155.

CAP Partners LLC first reported a position in PM in Q1 2025 and has held it in 7 quarters since. The position peaked at $242K in Q2 2025. 780 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • CAP Partners LLC held 1,188 shares of Philip Morris worth $227K as of Q3 2026.
  • CAP Partners LLC sold 22 Philip Morris shares in Q3 2026, an estimated $4.16K.
  • Philip Morris made up 0.1% of CAP Partners LLC's portfolio in Q3 2026, its #155 holding.
  • CAP Partners LLC first reported a position in Philip Morris in Q1 2025 and has held it in 7 quarters since.
  • CAP Partners LLC's Philip Morris position peaked at $242K in Q2 2025.
  • 780 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.