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Clear Creek Financial Management’s Philip Morris PM Stock Holding History

Clear Creek Financial 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 		$1.66M Buy
9,149
+107
+1% +$18.6K 0.11% 196
2026
Q1 		$1.5M Buy
9,042
+55
+0.6% +$9.56K 0.11% 188
2025
Q4 		$1.44M Sell
8,987
-5
-0.1% -$775 0.12% 175
2025
Q3 		$1.46M Sell
8,992
-243
-3% -$40.9K 0.13% 170
2025
Q2 		$1.68M Sell
9,235
-134
-1% -$23K 0.16% 146
2025
Q1 		$1.49M Sell
9,369
-432
-4% -$61.2K 0.15% 139
2024
Q4 		$1.18M Buy
9,801
+3
+0% +$378 0.13% 161
2024
Q3 		$1.19M Sell
9,798
-1
-0% -$116 0.13% 154
2024
Q2 		$993K Buy
9,799
+54
+0.6% +$5.28K 0.12% 156
2024
Q1 		$893K Buy
+9,745
New +$899K 0.11% 166
2023
Q4 		– Sell
-2,289
Closed -$212K – 365
2023
Q3 		$212K Sell
2,289
-171
-7% -$16.5K 0.04% 286
2023
Q2 		$240K Buy
2,460
+126
+5% +$12K 0.04% 274
2023
Q1 		$227K Buy
2,334
+83
+4% +$8.27K 0.04% 265
2022
Q4 		$228K Sell
2,251
-757
-25% -$71.4K 0.05% 247
2022
Q3 		$250K Buy
3,008
+27
+0.9% +$2.58K 0.06% 221
2022
Q2 		$294K Buy
+2,981
New +$304K 0.06% 217
2020
Q3 		– Sell
-3,374
Closed -$240K – 214
2020
Q2 		$240K Buy
+3,374
New +$246K 0.06% 206

Other funds holding PM

Ninety One (UK)
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
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
DC
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

Clear Creek Financial Management's PM Position: Q2 2026 in Review

Clear Creek Financial Management increased its Philip Morris (PM) stake by 1.2% in Q2 2026, buying an estimated $18.6K and bringing the position to 9,149 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #196.

Clear Creek Financial Management first reported a position in PM in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.68M in Q2 2025. 1,055 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Clear Creek Financial Management held 9,149 shares of Philip Morris worth $1.66M as of Q2 2026.
  • Clear Creek Financial Management bought 107 Philip Morris shares in Q2 2026, an estimated $18.6K.
  • Philip Morris made up 0.11% of Clear Creek Financial Management's portfolio in Q2 2026, its #196 holding.
  • Clear Creek Financial Management first reported a position in Philip Morris in Q2 2020 and has held it in 17 quarters since.
  • Clear Creek Financial Management's Philip Morris position peaked at $1.68M in Q2 2025.
  • 1,055 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.