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EdgeRock Capital’s Philip Morris PM Stock Holding History

EdgeRock Capital’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 		$319K Buy
1,761
+141
+9% +$24.5K 0.07% 103
2026
Q1 		$268K Sell
1,620
-36
-2% -$6.26K 0.07% 108
2025
Q4 		$266K Buy
1,656
+128
+8% +$19.8K 0.07% 110
2025
Q3 		$248K Buy
1,528
+124
+9% +$20.9K 0.07% 105
2025
Q2 		$256K Buy
+1,404
New +$241K 0.08% 93
2022
Q4 		– Sell
-472
Closed -$39K – 303
2022
Q3 		$39K Buy
+472
New +$45K 0.02% 115

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

EdgeRock Capital's PM Position: Q2 2026 in Review

EdgeRock Capital increased its Philip Morris (PM) stake by 8.7% in Q2 2026, buying an estimated $24.5K and bringing the position to 1,761 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #103.

EdgeRock Capital first reported a position in PM in Q3 2022 and has held it in 6 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • EdgeRock Capital held 1,761 shares of Philip Morris worth $319K as of Q2 2026.
  • EdgeRock Capital bought 141 Philip Morris shares in Q2 2026, an estimated $24.5K.
  • Philip Morris made up 0.07% of EdgeRock Capital's portfolio in Q2 2026, its #103 holding.
  • EdgeRock Capital first reported a position in Philip Morris in Q3 2022 and has held it in 6 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.