Capital Market Strategies’s Philip Morris PM Stock Holding History

Capital Market Strategies’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
2025 Q2	$215K	Buy	+1,180	New	+$203K	0.15%	124
2023 Q1	–	Sell	-2,212	Closed	-$224K	–	109
2022 Q4	$224K	Buy	+2,212	New	+$209K	0.24%	119
2022 Q3	–	Sell	-2,351	Closed	-$232K	–	140
2022 Q2	$232K	Buy	+2,351	New	+$240K	0.24%	116

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Market Strategies's PM Position: Q2 2025 in Review

Capital Market Strategies opened a new position in Philip Morris (PM) in Q2 2025: 1,180 shares worth $215K. The stake represents 0.15% of the portfolio and ranks #124 among its holdings. This is a return to the name: Capital Market Strategies previously reported a position in PM as recently as Q4 2022.

Capital Market Strategies first reported a position in PM in Q2 2022 and has held it in 3 quarters since. The position peaked at $232K in Q2 2022. 2,847 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Capital Market Strategies held 1,180 shares of Philip Morris worth $215K as of Q2 2025.
Philip Morris was a new Capital Market Strategies position in Q2 2025.
Philip Morris made up 0.15% of Capital Market Strategies's portfolio in Q2 2025, its #124 holding.
Capital Market Strategies first reported a position in Philip Morris in Q2 2022 and has held it in 3 quarters since.
Capital Market Strategies's Philip Morris position peaked at $232K in Q2 2022.
2,847 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.