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Cloverfields Capital Group’s Philip Morris PM Stock Holding History

Cloverfields Capital 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
Q1 		$6.77M Sell
40,927
-1,338
-3% -$233K 2.19% 7
2025
Q4 		$6.78M Buy
42,265
+176
+0.4% +$27.3K 2.1% 13
2025
Q3 		$6.83M Sell
42,089
-168
-0.4% -$28.3K 2.14% 12
2025
Q2 		$7.7M Sell
42,257
-18,817
-31% -$3.23M 2.29% 5
2025
Q1 		$9.69M Sell
61,074
-3,735
-6% -$529K 3.2% 1
2024
Q4 		$7.8M Sell
64,809
-473
-0.7% -$59.7K 2.51% 4
2024
Q3 		$7.93M Sell
65,282
-4,995
-7% -$580K 2.56% 3
2024
Q2 		$7.12M Buy
70,277
+14,984
+27% +$1.47M 2.4% 7
2024
Q1 		$5.07M Buy
55,293
+3,922
+8% +$362K 1.71% 24
2023
Q4 		$4.83M Buy
51,371
+2,668
+5% +$246K 1.89% 15
2023
Q3 		$4.51M Sell
48,703
-764
-2% -$73.5K 2.03% 12
2023
Q2 		$4.83M Buy
49,467
+3,375
+7% +$322K 1.56% 9
2023
Q1 		$4.48M Buy
46,092
+8,571
+23% +$854K 1.34% 8
2022
Q4 		$3.8M Buy
37,521
+4,329
+13% +$409K 1.21% 6
2022
Q3 		$2.75M Sell
33,192
-29
-0.1% -$2.77K 0.93% 13
2022
Q2 		$3.28M Buy
33,221
+2,148
+7% +$219K 1% 9
2022
Q1 		$2.92M Buy
31,073
+2,466
+9% +$247K 0.91% 22
2021
Q4 		$2.72M Buy
+28,607
New +$2.67M 0.85% 27

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cloverfields Capital Group's PM Position: Q1 2026 in Review

Cloverfields Capital Group reduced its Philip Morris (PM) stake by 3.2% in Q1 2026, selling an estimated $233K and leaving 40,927 shares worth $6.77M. The position accounts for 2.19% of the portfolio, ranked #7.

Cloverfields Capital Group first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.69M in Q1 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Cloverfields Capital Group held 40,927 shares of Philip Morris worth $6.77M as of Q1 2026.
  • Cloverfields Capital Group sold 1,338 Philip Morris shares in Q1 2026, an estimated $233K.
  • Philip Morris made up 2.19% of Cloverfields Capital Group's portfolio in Q1 2026, its #7 holding.
  • Cloverfields Capital Group first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
  • Cloverfields Capital Group's Philip Morris position peaked at $9.69M in Q1 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Cloverfields Capital Group's 13F filing for Q1 2026, filed 14 May 2026.