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Coastwise Capital Group’s Philip Morris PM Stock Holding History

Coastwise 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
Q2 		$235K Buy
1,302
+7
+0.5% +$1.21K 0.14% 127
2026
Q1 		$214K Sell
1,295
-19
-1% -$3.3K 0.12% 124
2025
Q4 		$211K Sell
1,314
-338
-20% -$52.4K 0.11% 146
2025
Q3 		$268K Buy
1,652
+3
+0.2% +$505 0.19% 103
2025
Q2 		$300K Sell
1,649
-184
-10% -$31.6K 0.24% 91
2025
Q1 		$291K Sell
1,833
-143
-7% -$20.3K 0.24% 96
2024
Q4 		$238K Sell
1,976
-2,153
-52% -$272K 0.19% 112
2024
Q3 		$501K Buy
4,129
+137
+3% +$15.9K 0.41% 69
2024
Q2 		$404K Sell
3,992
-3
-0.1% -$293 0.39% 70
2024
Q1 		$366K Buy
3,995
+1,455
+57% +$134K 0.34% 80
2023
Q4 		$239K Buy
2,540
+24
+1% +$2.21K 0.24% 96
2023
Q3 		$233K Buy
2,516
+22
+0.9% +$2.12K 0.27% 98
2023
Q2 		$244K Buy
2,494
+21
+0.8% +$2.01K 0.28% 94
2023
Q1 		$241K Buy
2,473
+25
+1% +$2.49K 0.27% 95
2022
Q4 		$248K Sell
2,448
-440
-15% -$41.5K 0.29% 92
2022
Q3 		$240K Buy
2,888
+33
+1% +$3.15K 0.38% 82
2022
Q2 		$282K Sell
2,855
-339
-11% -$34.6K 0.34% 80
2022
Q1 		$300K Buy
+3,194
New +$320K 0.37% 75

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Coastwise Capital Group's PM Position: Q2 2026 in Review

Coastwise Capital Group increased its Philip Morris (PM) stake by 0.54% in Q2 2026, buying an estimated $1.21K and bringing the position to 1,302 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #127.

Coastwise Capital Group first reported a position in PM in Q1 2022 and has held it in 18 quarters since. The position peaked at $501K in Q3 2024. 649 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Coastwise Capital Group held 1,302 shares of Philip Morris worth $235K as of Q2 2026.
  • Coastwise Capital Group bought 7 Philip Morris shares in Q2 2026, an estimated $1.21K.
  • Philip Morris made up 0.14% of Coastwise Capital Group's portfolio in Q2 2026, its #127 holding.
  • Coastwise Capital Group first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Philip Morris position peaked at $501K in Q3 2024.
  • 649 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.