Garde Capital’s Philip Morris PM Stock Holding History

Garde 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	$619K	Buy	3,424 +183	+6%	+$31.7K	0.03%	151
2026 Q1	$536K	Hold	3,241	–	–	0.03%	130
2025 Q4	$520K	Sell	3,241 -3,006	-48%	-$466K	0.03%	145
2025 Q3	$1.01M	Buy	6,247 +6	+0.1%	+$1.01K	0.05%	119
2025 Q2	$1.14M	Buy	6,241 +500	+9%	+$85.9K	0.06%	111
2025 Q1	$911K	Hold	5,741	–	–	0.05%	119
2024 Q4	$691K	Buy	5,741 +2,540	+79%	+$320K	0.05%	119
2024 Q3	$389K	Hold	3,201	–	–	0.03%	155
2024 Q2	$324K	Sell	3,201 -100	-3%	-$9.78K	0.02%	165
2024 Q1	$302K	Buy	3,301 +100	+3%	+$9.22K	0.02%	175
2023 Q4	$301K	Sell	3,201 -30	-0.9%	-$2.76K	0.02%	167
2023 Q3	$299K	Buy	3,231 +30	+0.9%	+$2.89K	0.03%	161
2023 Q2	$312K	Sell	3,201 -198	-6%	-$18.9K	0.03%	183
2023 Q1	$331K	Hold	3,399	–	–	0.04%	145
2022 Q4	$344K	Sell	3,399 -5	-0.1%	-$472	0.04%	133
2022 Q3	$283K	Sell	3,404 -36	-1%	-$3.43K	0.04%	138
2022 Q2	$340K	Hold	3,440	–	–	0.04%	142
2022 Q1	$323K	Buy	3,440 +247	+8%	+$24.7K	0.03%	161
2021 Q4	$303K	Buy	3,193 +3	+0.1%	+$280	0.03%	171
2021 Q3	$302K	Buy	3,190 +2	+0.1%	+$201	0.03%	165
2021 Q2	$316K	Sell	3,188 -97	-3%	-$9.31K	0.03%	159
2021 Q1	$292K	Buy	3,285 +103	+3%	+$8.75K	0.03%	151
2020 Q4	$263K	Buy	3,182 +2	+0.1%	+$156	0.03%	158
2020 Q3	$238K	Buy	3,180 +183	+6%	+$14.1K	0.04%	147
2020 Q2	$210K	Hold	2,997	–	–	0.03%	139
2020 Q1	$219K	Sell	2,997 -213	-7%	-$17.5K	0.04%	116
2019 Q4	$273K	Hold	3,210	–	–	0.04%	114
2019 Q3	$244K	Hold	3,210	–	–	0.04%	119
2019 Q2	$252K	Hold	3,210	–	–	0.04%	119
2019 Q1	$284K	Hold	3,210	–	–	0.05%	112
2018 Q4	$214K	Hold	3,210	–	–	0.04%	153
2018 Q3	$276K	Hold	3,210	–	–	0.05%	147
2018 Q2	$259K	Sell	3,210 -1,778	-36%	-$151K	0.04%	145
2018 Q1	$496K	Sell	4,988 -276	-5%	-$28.7K	0.09%	105
2017 Q4	$556K	Hold	5,264	–	–	0.1%	101
2017 Q3	$584K	Sell	5,264 -50	-0.9%	-$5.82K	0.11%	95
2017 Q2	$624K	Buy	5,314 +50	+0.9%	+$5.79K	0.16%	55
2017 Q1	$594K	Hold	5,264	–	–	0.16%	58
2016 Q4	$482K	Sell	5,264 -115	-2%	-$10.7K	0.14%	65
2016 Q3	$427K	Hold	5,379	–	–	0.14%	106
2016 Q2	$547K	Sell	5,379 -36	-0.7%	-$3.59K	0.18%	55
2016 Q1	$531K	Sell	5,415 -26	-0.5%	-$2.38K	0.18%	58
2015 Q4	$478K	Buy	5,441 +62	+1%	+$5.38K	0.17%	67
2015 Q3	$427K	Sell	5,379 -204	-4%	-$16.8K	0.14%	106
2015 Q2	$448K	Buy	5,583 +200	+4%	+$16.5K	0.13%	103
2015 Q1	$405K	Sell	5,383 -225	-4%	-$18.3K	0.12%	105
2014 Q4	$457K	Hold	5,608	–	–	0.14%	99
2014 Q3	$468K	Hold	5,608	–	–	0.18%	68
2014 Q2	$473K	Buy	+5,608	New	+$483K	0.19%	63

Other funds holding PM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Garde Capital's PM Position: Q2 2026 in Review

Garde Capital increased its Philip Morris (PM) stake by 5.6% in Q2 2026, buying an estimated $31.7K and bringing the position to 3,424 shares worth $619K. The position accounts for 0.03% of the portfolio, ranked #151.

Garde Capital first reported a position in PM in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.14M in Q2 2025. 2,042 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Garde Capital held 3,424 shares of Philip Morris worth $619K as of Q2 2026.
Garde Capital bought 183 Philip Morris shares in Q2 2026, an estimated $31.7K.
Philip Morris made up 0.03% of Garde Capital's portfolio in Q2 2026, its #151 holding.
Garde Capital first reported a position in Philip Morris in Q2 2014 and has held it in 49 quarters since.
Garde Capital's Philip Morris position peaked at $1.14M in Q2 2025.
2,042 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.