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Copperleaf Capital’s Philip Morris PM Stock Holding History

Copperleaf Capital’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
2025
Q3 		$1.16M Buy
7,169
+763
+12% +$128K 0.56% 45
2025
Q2 		$1.17M Buy
6,406
+671
+12% +$115K 0.59% 46
2025
Q1 		$910K Buy
+5,735
New +$812K 0.54% 54

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Copperleaf Capital's PM Position: Q3 2025 in Review

Copperleaf Capital increased its Philip Morris (PM) stake by 12% in Q3 2025, buying an estimated $128K and bringing the position to 7,169 shares worth $1.16M. The position accounts for 0.56% of the portfolio, ranked #45.

Copperleaf Capital first reported a position in PM in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q2 2025. 2,731 funds tracked by Wall St. Rank hold PM as of Q3 2025.

  • Copperleaf Capital held 7,169 shares of Philip Morris worth $1.16M as of Q3 2025.
  • Copperleaf Capital bought 763 Philip Morris shares in Q3 2025, an estimated $128K.
  • Philip Morris made up 0.56% of Copperleaf Capital's portfolio in Q3 2025, its #45 holding.
  • Copperleaf Capital first reported a position in Philip Morris in Q1 2025 and has held it in 3 quarters since.
  • Copperleaf Capital's Philip Morris position peaked at $1.17M in Q2 2025.
  • 2,731 funds tracked by Wall St. Rank held Philip Morris as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.