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Dudley Capital Management’s Philip Morris PM Stock Holding History

Dudley 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
Q2 		$2.42M Buy
13,374
+3
+0% +$520 0.97% 26
2026
Q1 		$2.21M Buy
13,371
+3
+0% +$521 0.98% 29
2025
Q4 		$2.14M Sell
13,368
-447
-3% -$69.3K 0.93% 27
2025
Q3 		$2.24M Sell
13,815
-50
-0.4% -$8.41K 1.01% 28
2025
Q2 		$2.53M Sell
13,865
-97
-0.7% -$16.7K 1.26% 24
2025
Q1 		$2.22M Sell
13,962
-547
-4% -$77.5K 1.16% 26
2024
Q4 		$1.75M Sell
14,509
-46
-0.3% -$5.8K 0.88% 34
2024
Q3 		$1.77M Sell
14,555
-46
-0.3% -$5.34K 0.91% 31
2024
Q2 		$1.48M Sell
14,601
-55
-0.4% -$5.38K 0.82% 36
2024
Q1 		$1.34M Sell
14,656
-296
-2% -$27.3K 0.78% 40
2023
Q4 		$1.41M Buy
14,952
+189
+1% +$17.4K 0.9% 35
2023
Q3 		$1.37M Sell
14,763
-291
-2% -$28K 0.96% 30
2023
Q2 		$1.47M Sell
15,054
-581
-4% -$55.5K 0.99% 31
2023
Q1 		$1.52M Sell
15,635
-51
-0.3% -$5.08K 1.03% 29
2022
Q4 		$1.59M Buy
+15,686
New +$1.48M 1.11% 26

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Dudley Capital Management's PM Position: Q2 2026 in Review

Dudley Capital Management increased its Philip Morris (PM) stake by 0.02% in Q2 2026, buying an estimated $520 and bringing the position to 13,374 shares worth $2.42M. The position accounts for 0.97% of the portfolio, ranked #26.

Dudley Capital Management first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.53M in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Dudley Capital Management held 13,374 shares of Philip Morris worth $2.42M as of Q2 2026.
  • Dudley Capital Management bought 3 Philip Morris shares in Q2 2026, an estimated $520.
  • Philip Morris made up 0.97% of Dudley Capital Management's portfolio in Q2 2026, its #26 holding.
  • Dudley Capital Management first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • Dudley Capital Management's Philip Morris position peaked at $2.53M in Q2 2025.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.