Contravisory Investment Management’s Philip Morris PM Stock Holding History

Contravisory Investment 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	–	Sell	-70	Closed	-$11.6K	–	425
2026 Q1	$11.6K	Buy	+70	New	+$12.2K	﹤0.01%	339
2025 Q4	–	Sell	-75	Closed	-$12.2K	–	411
2025 Q3	$12.2K	Buy	75 +52	+226%	+$8.75K	﹤0.01%	341
2025 Q2	$4.19K	Hold	23	–	–	﹤0.01%	349
2025 Q1	$3.65K	Buy	+23	New	+$3.26K	﹤0.01%	348
2019 Q1	–	Sell	-15	Closed	-$1K	–	336
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	285
2018 Q3	$1K	Buy	+15	New	+$1.23K	﹤0.01%	279
2018 Q1	–	Sell	-7	Closed	-$1K	–	427
2017 Q4	$1K	Hold	7	–	–	﹤0.01%	383
2017 Q3	$1K	Buy	+7	New	+$815	﹤0.01%	432
2016 Q3	–	Sell	-23	Closed	-$2K	–	315
2016 Q2	$2K	Hold	23	–	–	﹤0.01%	185
2016 Q1	$2K	Hold	23	–	–	﹤0.01%	175
2015 Q4	$2K	Buy	+23	New	+$2K	﹤0.01%	182

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Contravisory Investment Management's PM Position: Q2 2026 in Review

Contravisory Investment Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 70 shares — an estimated $11.6K sold.

Contravisory Investment Management first reported a position in PM in Q4 2015 and held it in 11 quarters. The position peaked at $12.2K in Q3 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Contravisory Investment Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
Contravisory Investment Management sold 70 Philip Morris shares in Q2 2026, an estimated $11.6K.
Contravisory Investment Management first reported a position in Philip Morris in Q4 2015 and held it in 11 quarters.
Contravisory Investment Management's Philip Morris position peaked at $12.2K in Q3 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.