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Capula Management’s Philip Morris PM Stock Holding History

Capula 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
Q1 		$1.06M Buy
6,400
+500
+8% +$86.9K 0.01% 355
2025
Q4 		$946K Sell
5,900
-4,800
-45% -$744K ﹤0.01% 295
2025
Q3 		$1.74M Buy
10,700
+7,700
+257% +$1.3M 0.01% 272
2025
Q2 		$546K Sell
3,000
-2,000
-40% -$343K 0.01% 229
2025
Q1 		$794K Buy
5,000
+3,100
+163% +$439K ﹤0.01% 264
2024
Q4 		$229K Sell
1,900
-4,800
-72% -$606K ﹤0.01% 291
2024
Q3 		$813K Hold
6,700
– – 0.01% 183
2024
Q2 		$679K Buy
6,700
+3,500
+109% +$342K 0.01% 219
2024
Q1 		$293K Buy
+3,200
New +$295K 0.01% 332
2023
Q4 		– Sell
-5,900
Closed -$546K – 529
2023
Q3 		$546K Buy
+5,900
New +$568K 0.01% 316
2023
Q2 		– Sell
-16,700
Closed -$1.62M – 713
2023
Q1 		$1.62M Sell
16,700
-88,500
-84% -$8.82M 0.02% 335
2022
Q4 		$10.6M Buy
105,200
+56,100
+114% +$5.29M 0.14% 175
2022
Q3 		$4.08M Sell
49,100
-42,100
-46% -$4.02M 0.06% 285
2022
Q2 		$9.01M Buy
+91,200
New +$9.3M 0.15% 157
2020
Q3 		– Sell
-47,000
Closed -$3.29M – 284
2020
Q2 		$3.29M Buy
+47,000
New +$3.43M 0.12% 170

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

Capula Management's PM Position: Q1 2026 in Review

Capula Management sold out of Philip Morris (PM) in Q1 2026, closing a stake of 8,036 shares — an estimated $1.4M sold.

Capula Management first reported a position in PM in Q2 2020 and held it in 14 quarters. The position peaked at $2.79M in Q2 2022. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Capula Management reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Capula Management sold 8,036 Philip Morris shares in Q1 2026, an estimated $1.4M.
  • Capula Management first reported a position in Philip Morris in Q2 2020 and held it in 14 quarters.
  • Capula Management's Philip Morris position peaked at $2.79M in Q2 2022.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.