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Elwood Capital Partners’s Philip Morris PM Stock Holding History

Elwood Capital Partners’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
2025
Q2 		– Sell
-250
Closed -$3.97M – 22
2025
Q1 		$3.97M Sell
250
-50
-17% -$7.08K 3.43% 11
2024
Q4 		$3.61M Buy
+300
New +$37.8K 3.55% 12

Other funds holding PM

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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

Elwood Capital Partners's PM Position: Q2 2026 in Review

Elwood Capital Partners increased its Philip Morris (PM) stake by 638% in Q2 2026, buying an estimated $4.16M and bringing the position to 27,761 shares worth $5.02M. The position accounts for 2.48% of the portfolio, ranked #13.

Elwood Capital Partners first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.56M in Q1 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Elwood Capital Partners held 27,761 shares of Philip Morris worth $5.02M as of Q2 2026.
  • Elwood Capital Partners bought 24,000 Philip Morris shares in Q2 2026, an estimated $4.16M.
  • Philip Morris made up 2.48% of Elwood Capital Partners's portfolio in Q2 2026, its #13 holding.
  • Elwood Capital Partners first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Elwood Capital Partners's Philip Morris position peaked at $5.56M in Q1 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Elwood Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.