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Chapin Davis’s Philip Morris PM Stock Holding History

Chapin Davis’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
Q3 		$372K Buy
1,948
+26
+1% +$4.91K 0.07% 169
2026
Q2 		$348K Hold
1,922
– – 0.06% 181
2026
Q1 		$318K Hold
1,922
– – 0.07% 196
2025
Q4 		$308K Sell
1,922
-355
-16% -$55K 0.07% 191
2025
Q3 		$369K Sell
2,277
-33,170
-94% -$5.58M 0.09% 171
2025
Q2 		$6.46M Buy
35,447
+12,151
+52% +$2.09M 1.78% 12
2025
Q1 		$3.7M Buy
23,296
+21,571
+1,250% +$3.06M 1.26% 17
2024
Q4 		$209K Hold
1,725
– – 0.07% 213
2024
Q3 		$209K Buy
+1,725
New +$200K 0.07% 214
2023
Q3 		– Sell
-2,252
Closed -$220K – 228
2023
Q2 		$220K Hold
2,252
– – 0.1% 182
2023
Q1 		$219K Buy
+2,252
New +$224K 0.11% 182

Other funds holding PM

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Chapin Davis's PM Position: Q3 2026 in Review

Chapin Davis increased its Philip Morris (PM) stake by 1.4% in Q3 2026, buying an estimated $4.91K and bringing the position to 1,948 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #169.

Chapin Davis first reported a position in PM in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.46M in Q2 2025. 160 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Chapin Davis held 1,948 shares of Philip Morris worth $372K as of Q3 2026.
  • Chapin Davis bought 26 Philip Morris shares in Q3 2026, an estimated $4.91K.
  • Philip Morris made up 0.07% of Chapin Davis's portfolio in Q3 2026, its #169 holding.
  • Chapin Davis first reported a position in Philip Morris in Q1 2023 and has held it in 11 quarters since.
  • Chapin Davis's Philip Morris position peaked at $6.46M in Q2 2025.
  • 160 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.