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Capital Square’s Philip Morris PM Stock Holding History

Capital Square’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 		$201K Buy
+1,106
New +$192K 0.09% 227
2020
Q2 		– Sell
-2,251
Closed -$164K – 242
2020
Q1 		$164K Buy
2,251
+8
+0.4% +$658 0.19% 128
2019
Q4 		$190K Buy
+2,243
New +$185K 0.18% 122

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

Capital Square's PM Position: Q2 2026 in Review

Capital Square opened a new position in Philip Morris (PM) in Q2 2026: 1,106 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #227 among its holdings. This is a return to the name: Capital Square previously reported a position in PM as recently as Q1 2020.

Capital Square first reported a position in PM in Q4 2019 and has held it in 3 quarters since. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Capital Square held 1,106 shares of Philip Morris worth $201K as of Q2 2026.
  • Philip Morris was a new Capital Square position in Q2 2026.
  • Philip Morris made up 0.09% of Capital Square's portfolio in Q2 2026, its #227 holding.
  • Capital Square first reported a position in Philip Morris in Q4 2019 and has held it in 3 quarters since.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.