Epacria Capital Partners’s Philip Morris PM Stock Holding History

Epacria 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
2026 Q2	$14.1M	Sell	77,767 -28,900	-27%	-$5.01M	10.86%	3
2026 Q1	$17.6M	Hold	106,667	–	–	13.66%	1
2025 Q4	$17.1M	Hold	106,667	–	–	13.55%	2
2025 Q3	$17.3M	Hold	106,667	–	–	14.04%	1
2025 Q2	$19.4M	Hold	106,667	–	–	16.22%	1
2025 Q1	$16.9M	Buy	106,667 +500	+0.5%	+$70.8K	13.79%	1
2024 Q4	$12.8M	Hold	106,167	–	–	10.8%	1
2024 Q3	$12.9M	Hold	106,167	–	–	8.79%	2
2024 Q2	$10.8M	Buy	106,167 +7,128	+7%	+$697K	7.89%	3
2024 Q1	$9.07M	Buy	99,039 +20,046	+25%	+$1.85M	6.58%	4
2023 Q4	$7.43M	Buy	78,993 +3,825	+5%	+$352K	5.95%	5
2023 Q3	$6.96M	Sell	75,168 -1,696	-2%	-$163K	5.76%	5
2023 Q2	$7.5M	Buy	76,864 +668	+0.9%	+$63.8K	6.14%	5
2023 Q1	$7.41M	Buy	76,196 +9,096	+14%	+$906K	5.75%	5
2022 Q4	$6.79M	Buy	+67,100	New	+$6.33M	5.35%	5

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Epacria Capital Partners reduced its Philip Morris (PM) stake by 27% in Q2 2026, selling an estimated $5.01M and leaving 77,767 shares worth $14.1M. The position accounts for 10.86% of the portfolio, ranked #3.

Epacria Capital Partners first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.4M in Q2 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Epacria Capital Partners held 77,767 shares of Philip Morris worth $14.1M as of Q2 2026.
Epacria Capital Partners sold 28,900 Philip Morris shares in Q2 2026, an estimated $5.01M.
Philip Morris made up 10.86% of Epacria Capital Partners's portfolio in Q2 2026, its #3 holding.
Epacria Capital Partners first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
Epacria Capital Partners's Philip Morris position peaked at $19.4M in Q2 2025.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Epacria Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.