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 Q3	$2.55M	Buy	13,377 +3	+0%	+$567	0.99%	24
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Dudley Capital Management increased its Philip Morris (PM) stake by 0.02% in Q3 2026, buying an estimated $567 and bringing the position to 13,377 shares worth $2.55M. The position accounts for 0.99% of the portfolio, ranked #24.

Dudley Capital Management first reported a position in PM in Q4 2022 and has held it in 16 quarters since. 2,017 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Dudley Capital Management held 13,377 shares of Philip Morris worth $2.55M as of Q3 2026.
Dudley Capital Management bought 3 Philip Morris shares in Q3 2026, an estimated $567.
Philip Morris made up 0.99% of Dudley Capital Management's portfolio in Q3 2026, its #24 holding.
Dudley Capital Management first reported a position in Philip Morris in Q4 2022 and has held it in 16 quarters since.
2,017 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.