Cardinal Point Capital Management’s Philip Morris PM Stock Holding History

Cardinal Point Capital 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 Q2	$13.3M	Buy	73,386 +185	+0.3%	+$32.1K	0.75%	34
2026 Q1	$12.1M	Sell	73,201 -3,169	-4%	-$551K	0.74%	37
2025 Q4	$12.3M	Buy	76,370 +7,584	+11%	+$1.17M	0.8%	35
2025 Q3	$11.2M	Sell	68,786 -415	-0.6%	-$69.8K	0.78%	35
2025 Q2	$12.6M	Sell	69,201 -1,020	-1%	-$175K	1%	27
2025 Q1	$11.1M	Buy	+70,221	New	+$9.95M	1.02%	27

Other funds holding PM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Cardinal Point Capital Management's PM Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Philip Morris (PM) stake by 0.25% in Q2 2026, buying an estimated $32.1K and bringing the position to 73,386 shares worth $13.3M. The position accounts for 0.75% of the portfolio, ranked #34.

Cardinal Point Capital Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Cardinal Point Capital Management held 73,386 shares of Philip Morris worth $13.3M as of Q2 2026.
Cardinal Point Capital Management bought 185 Philip Morris shares in Q2 2026, an estimated $32.1K.
Philip Morris made up 0.75% of Cardinal Point Capital Management's portfolio in Q2 2026, its #34 holding.
Cardinal Point Capital Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.