Cross Staff Investments’s Philip Morris PM Stock Holding History

Cross Staff Investments’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	$890K	Sell	4,920 -72	-1%	-$12.5K	0.5%	52
2026 Q1	$825K	Sell	4,992 -288	-5%	-$50K	0.42%	51
2025 Q4	$847K	Hold	5,280	–	–	0.47%	48
2025 Q3	$856K	Hold	5,280	–	–	0.6%	45
2025 Q2	$962K	Hold	5,280	–	–	0.71%	43
2025 Q1	$838K	Hold	5,280	–	–	0.63%	45
2024 Q4	$635K	Buy	5,280 +1	+0%	+$126	0.44%	56
2024 Q3	$641K	Sell	5,279 -1	-0%	-$116	0.49%	60
2024 Q2	$535K	Hold	5,280	–	–	0.45%	62
2024 Q1	$484K	Sell	5,280 -130	-2%	-$12K	0.41%	65
2023 Q4	$509K	Buy	5,410 +2	+0%	+$184	0.45%	62
2023 Q3	$501K	Buy	5,408 +1	+0%	+$96	0.49%	60
2023 Q2	$528K	Buy	5,407 +1	+0%	+$96	0.48%	60
2023 Q1	$526K	Buy	5,406 +1	+0%	+$100	0.52%	57
2022 Q4	$547K	Buy	5,405 +2	+0%	+$189	0.57%	55
2022 Q3	$449K	Buy	5,403 +1	+0%	+$95	0.5%	60
2022 Q2	$533K	Buy	5,402 +1	+0%	+$102	0.59%	52
2022 Q1	$51K	Buy	5,401 +1	+0%	+$100	0.05%	119
2021 Q4	$513K	Buy	+5,400	New	+$505K	0.46%	64

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cross Staff Investments's PM Position: Q2 2026 in Review

Cross Staff Investments reduced its Philip Morris (PM) stake by 1.4% in Q2 2026, selling an estimated $12.5K and leaving 4,920 shares worth $890K. The position accounts for 0.5% of the portfolio, ranked #52.

Cross Staff Investments first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $962K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Cross Staff Investments held 4,920 shares of Philip Morris worth $890K as of Q2 2026.
Cross Staff Investments sold 72 Philip Morris shares in Q2 2026, an estimated $12.5K.
Philip Morris made up 0.5% of Cross Staff Investments's portfolio in Q2 2026, its #52 holding.
Cross Staff Investments first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's Philip Morris position peaked at $962K in Q2 2025.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.