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 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 $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cascades Capital Asset Management's PM Position: Q1 2026 in Review

Cascades Capital Asset Management increased its Philip Morris (PM) stake by 0.73% in Q1 2026, buying an estimated $1.04K and bringing the position to 823 shares worth $136K. The position accounts for 0.06% of the portfolio, ranked #143.

Cascades Capital Asset Management first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $153K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Cascades Capital Asset Management held 823 shares of Philip Morris worth $136K as of Q1 2026.
Cascades Capital Asset Management bought 6 Philip Morris shares in Q1 2026, an estimated $1.04K.
Philip Morris made up 0.06% of Cascades Capital Asset Management's portfolio in Q1 2026, its #143 holding.
Cascades Capital Asset Management first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
Cascades Capital Asset Management's Philip Morris position peaked at $153K in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.