DGS Capital Management’s Philip Morris PM Stock Holding History

DGS 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 Q1	$1.13M	Buy	6,813 +1,070	+19%	+$186K	0.18%	104
2025 Q4	$921K	Sell	5,743 -1,444	-20%	-$224K	0.16%	125
2025 Q3	$1.17M	Buy	7,187 +579	+9%	+$97.4K	0.21%	90
2025 Q2	$1.2M	Buy	6,608 +3,234	+96%	+$555K	0.25%	72
2025 Q1	$536K	Buy	3,374 +1,129	+50%	+$160K	0.14%	154
2024 Q4	$270K	Buy	2,245 +380	+20%	+$47.9K	0.07%	239
2024 Q3	$226K	Buy	+1,865	New	+$217K	0.06%	254
2023 Q4	–	Sell	-2,352	Closed	-$218K	–	258
2023 Q3	$218K	Buy	2,352 +22	+0.9%	+$2.12K	0.11%	200
2023 Q2	$227K	Sell	2,330 -958	-29%	-$91.5K	0.11%	196
2023 Q1	$320K	Sell	3,288 -318	-9%	-$31.7K	0.18%	136
2022 Q4	$365K	Buy	3,606 +193	+6%	+$18.2K	0.24%	104
2022 Q3	$283K	Sell	3,413 -51	-1%	-$4.86K	0.19%	122
2022 Q2	$342K	Buy	3,464 +382	+12%	+$38.9K	0.28%	87
2022 Q1	$290K	Buy	+3,082	New	+$308K	0.18%	123

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DGS Capital Management's PM Position: Q1 2026 in Review

DGS Capital Management increased its Philip Morris (PM) stake by 19% in Q1 2026, buying an estimated $186K and bringing the position to 6,813 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #104.

DGS Capital Management first reported a position in PM in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

DGS Capital Management held 6,813 shares of Philip Morris worth $1.13M as of Q1 2026.
DGS Capital Management bought 1,070 Philip Morris shares in Q1 2026, an estimated $186K.
Philip Morris made up 0.18% of DGS Capital Management's portfolio in Q1 2026, its #104 holding.
DGS Capital Management first reported a position in Philip Morris in Q1 2022 and has held it in 14 quarters since.
DGS Capital Management's Philip Morris position peaked at $1.2M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.