Crew Capital Management’s Philip Morris PM Stock Holding History

Crew Capital 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 Q3	$1.46M	Buy	7,676 +173	+2%	+$32.7K	0.77%	40
2026 Q2	$1.36M	Buy	7,503 +5,565	+287%	+$965K	0.74%	44
2026 Q1	$321K	Hold	1,938	–	–	0.21%	85
2025 Q4	$311K	Hold	1,938	–	–	0.2%	88
2025 Q3	$314K	Buy	1,938 +37	+2%	+$6.22K	0.21%	88
2025 Q2	$346K	Hold	1,901	–	–	0.25%	84
2025 Q1	$302K	Buy	1,901 +25	+1%	+$3.54K	0.25%	109
2024 Q4	$226K	Hold	1,876	–	–	0.19%	132
2024 Q3	$228K	Buy	+1,876	New	+$218K	0.18%	125

Other funds holding PM

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Crew Capital Management's PM Position: Q3 2026 in Review

Crew Capital Management increased its Philip Morris (PM) stake by 2.3% in Q3 2026, buying an estimated $32.7K and bringing the position to 7,676 shares worth $1.46M. The position accounts for 0.77% of the portfolio, ranked #40.

Crew Capital Management first reported a position in PM in Q3 2024 and has held it in 9 quarters since. 1,541 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Crew Capital Management held 7,676 shares of Philip Morris worth $1.46M as of Q3 2026.
Crew Capital Management bought 173 Philip Morris shares in Q3 2026, an estimated $32.7K.
Philip Morris made up 0.77% of Crew Capital Management's portfolio in Q3 2026, its #40 holding.
Crew Capital Management first reported a position in Philip Morris in Q3 2024 and has held it in 9 quarters since.
1,541 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.