Cascade Investment Group’s Philip Morris PM Stock Holding History

Cascade Investment Group’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	$223K	Hold	1,230	–	–	0.12%	143
2026 Q1	$203K	Buy	+1,230	New	+$214K	0.13%	138
2025 Q3	–	Sell	-1,230	Closed	-$224K	–	150
2025 Q2	$224K	Buy	+1,230	New	+$211K	0.16%	125
2025 Q1	–	Sell	-1,770	Closed	-$213K	–	136
2024 Q4	$213K	Hold	1,770	–	–	0.15%	131
2024 Q3	$215K	Buy	+1,770	New	+$206K	0.16%	124
2023 Q3	–	Sell	-2,070	Closed	-$202K	–	127
2023 Q2	$202K	Buy	+2,070	New	+$198K	0.18%	120
2023 Q1	–	Sell	-2,047	Closed	-$207K	–	125
2022 Q4	$207K	Buy	+2,047	New	+$193K	0.22%	114

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Cascade Investment Group's PM Position: Q2 2026 in Review

Cascade Investment Group held its Philip Morris (PM) position steady in Q2 2026 at 1,230 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #143.

Cascade Investment Group first reported a position in PM in Q4 2022 and has held it in 7 quarters since. The position peaked at $224K in Q2 2025. 947 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Cascade Investment Group held 1,230 shares of Philip Morris worth $223K as of Q2 2026.
Cascade Investment Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.12% of Cascade Investment Group's portfolio in Q2 2026, its #143 holding.
Cascade Investment Group first reported a position in Philip Morris in Q4 2022 and has held it in 7 quarters since.
Cascade Investment Group's Philip Morris position peaked at $224K in Q2 2025.
947 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.