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Cresset Asset Management’s Philip Morris PM Stock Holding History

Cresset Asset 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
2023
Q3 		– Sell
-50,000
Closed -$4.88M – 1945
2023
Q2 		$4.88M Buy
+50,000
New +$4.78M 0.01% 420

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

Cresset Asset Management's PM Position: Q1 2026 in Review

Cresset Asset Management increased its Philip Morris (PM) stake by 11% in Q1 2026, buying an estimated $2.54M and bringing the position to 148,906 shares worth $24.8M. The position accounts for 0.11% of the portfolio, ranked #130.

Cresset Asset Management first reported a position in PM in Q4 2018 and has held it in 30 quarters since. The position peaked at $31M in Q3 2024. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Cresset Asset Management held 148,906 shares of Philip Morris worth $24.8M as of Q1 2026.
  • Cresset Asset Management bought 14,597 Philip Morris shares in Q1 2026, an estimated $2.54M.
  • Philip Morris made up 0.11% of Cresset Asset Management's portfolio in Q1 2026, its #130 holding.
  • Cresset Asset Management first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Philip Morris position peaked at $31M in Q3 2024.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.