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Freestone Grove Partners’s Philip Morris PM Stock Holding History

Freestone Grove 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 		$61.3M Buy
+338,600
New +$58.7M 0.39% 60
2026
Q1 		– Sell
-132,486
Closed -$21.3M – 1140
2025
Q4 		$21.3M Buy
+132,486
New +$20.5M 0.15% 201
2025
Q3 		– Sell
-155,201
Closed -$28.3M – 866
2025
Q2 		$28.3M Sell
155,201
-25,597
-14% -$4.4M 0.21% 166
2025
Q1 		$28.7M Buy
+180,798
New +$25.6M 0.3% 128

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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

Freestone Grove Partners's PM Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Philip Morris (PM) in Q2 2026: 338,600 shares worth $61.3M. The stake represents 0.39% of the portfolio and ranks #60 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in PM as recently as Q4 2025.

Freestone Grove Partners first reported a position in PM in Q1 2025 and has held it in 4 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Freestone Grove Partners held 338,600 shares of Philip Morris worth $61.3M as of Q2 2026.
  • Philip Morris was a new Freestone Grove Partners position in Q2 2026.
  • Philip Morris made up 0.39% of Freestone Grove Partners's portfolio in Q2 2026, its #60 holding.
  • Freestone Grove Partners first reported a position in Philip Morris in Q1 2025 and has held it in 4 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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