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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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cresset Asset Management's PM Position: Q2 2026 in Review

Cresset Asset Management reduced its Philip Morris (PM) stake by 0.24% in Q2 2026, selling an estimated $62.8K and leaving 148,544 shares worth $27.1M. The position accounts for 0.1% of the portfolio, ranked #135.

Cresset Asset Management first reported a position in PM in Q4 2018 and has held it in 31 quarters since. The position peaked at $31M in Q3 2024. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cresset Asset Management held 148,544 shares of Philip Morris worth $27.1M as of Q2 2026.
  • Cresset Asset Management sold 362 Philip Morris shares in Q2 2026, an estimated $62.8K.
  • Philip Morris made up 0.1% of Cresset Asset Management's portfolio in Q2 2026, its #135 holding.
  • Cresset Asset Management first reported a position in Philip Morris in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Philip Morris position peaked at $31M in Q3 2024.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.