Cascades Capital Asset Management’s Philip Morris PM Stock Holding History

Cascades Capital Asset 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	$150K	Buy	830 +7	+0.9%	+$1.21K	0.06%	140
2026 Q1	$136K	Buy	823 +6	+0.7%	+$1.04K	0.06%	143
2025 Q4	$131K	Buy	817 +7	+0.9%	+$1.08K	0.05%	146
2025 Q3	$131K	Sell	810 -31	-4%	-$5.22K	0.06%	139
2025 Q2	$153K	Buy	841 +7	+0.8%	+$1.2K	0.08%	124
2025 Q1	$132K	Buy	+834	New	+$118K	0.07%	129

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

Cascades Capital Asset Management's PM Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Philip Morris (PM) stake by 0.85% in Q2 2026, buying an estimated $1.21K and bringing the position to 830 shares worth $150K. The position accounts for 0.06% of the portfolio, ranked #140.

Cascades Capital Asset Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $153K in Q2 2025. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Cascades Capital Asset Management held 830 shares of Philip Morris worth $150K as of Q2 2026.
Cascades Capital Asset Management bought 7 Philip Morris shares in Q2 2026, an estimated $1.21K.
Philip Morris made up 0.06% of Cascades Capital Asset Management's portfolio in Q2 2026, its #140 holding.
Cascades Capital Asset Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Cascades Capital Asset Management's Philip Morris position peaked at $153K in Q2 2025.
2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.