CFO
PM icon

CVA Family Office’s Philip Morris PM Stock Holding History

CVA Family Office’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 		$1.48M Sell
8,202
-330
-4% -$57.2K 0.13% 95
2026
Q1 		$1.41M Buy
8,532
+550
+7% +$95.6K 0.15% 89
2025
Q4 		$1.28M Sell
7,982
-473
-6% -$73.3K 0.15% 90
2025
Q3 		$1.37M Sell
8,455
-74
-0.9% -$12.4K 0.18% 88
2025
Q2 		$1.55M Buy
8,529
+161
+2% +$27.6K 0.22% 77
2025
Q1 		$1.33M Buy
8,368
+345
+4% +$48.9K 0.2% 79
2024
Q4 		$966K Buy
8,023
+366
+5% +$46.2K 0.15% 91
2024
Q3 		$930K Sell
7,657
-23
-0.3% -$2.67K 0.15% 96
2024
Q2 		$778K Sell
7,680
-71
-0.9% -$6.94K 0.14% 104
2024
Q1 		$710K Sell
7,751
-195
-2% -$18K 0.13% 111
2023
Q4 		$748K Buy
7,946
+30
+0.4% +$2.76K 0.15% 101
2023
Q3 		$733K Buy
7,916
+695
+10% +$66.9K 0.17% 100
2023
Q2 		$705K Sell
7,221
-700
-9% -$66.9K 0.15% 97
2023
Q1 		$770K Sell
7,921
-315
-4% -$31.4K 0.17% 88
2022
Q4 		$834K Sell
8,236
-175
-2% -$16.5K 0.2% 81
2022
Q3 		$698K Buy
8,411
+2,375
+39% +$227K 0.19% 88
2022
Q2 		$596K Buy
6,036
+730
+14% +$74.4K 0.16% 92
2022
Q1 		$498K Buy
5,306
+770
+17% +$77K 0.12% 102
2021
Q4 		$431K Buy
4,536
+87
+2% +$8.13K 0.11% 106
2021
Q3 		$334K Sell
4,449
-1,007
-18% -$101K 0.24% 68
2021
Q2 		$541K Buy
5,456
+960
+21% +$92.1K 0.15% 89
2021
Q1 		$399K Buy
4,496
+547
+14% +$46.5K 0.15% 85
2020
Q4 		$327K Sell
3,949
-500
-11% -$38.9K 0.2% 76
2020
Q3 		$334K Buy
4,449
+555
+14% +$42.8K 0.24% 68
2020
Q2 		$273K Buy
3,894
+2,944
+310% +$215K 0.22% 68
2020
Q1 		$69K Buy
+950
New +$78.2K 0.07% 120

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

CVA Family Office's PM Position: Q2 2026 in Review

CVA Family Office reduced its Philip Morris (PM) stake by 3.9% in Q2 2026, selling an estimated $57.2K and leaving 8,202 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #95.

CVA Family Office first reported a position in PM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.55M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • CVA Family Office held 8,202 shares of Philip Morris worth $1.48M as of Q2 2026.
  • CVA Family Office sold 330 Philip Morris shares in Q2 2026, an estimated $57.2K.
  • Philip Morris made up 0.13% of CVA Family Office's portfolio in Q2 2026, its #95 holding.
  • CVA Family Office first reported a position in Philip Morris in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's Philip Morris position peaked at $1.55M in Q2 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.