Graver Capital Management’s Philip Morris PM Stock Holding History

Graver Capital Management’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	$868K	Hold	4,800	–	–	0.62%	13
2026 Q1	$794K	Hold	4,800	–	–	0.6%	13
2025 Q4	$770K	Hold	4,800	–	–	0.61%	13
2025 Q3	$779K	Hold	4,800	–	–	0.66%	13
2025 Q2	$874K	Hold	4,800	–	–	0.77%	13
2025 Q1	$762K	Hold	4,800	–	–	0.78%	13
2024 Q4	$578K	Buy	+4,800	New	+$606K	0.6%	15

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

Graver Capital Management's PM Position: Q2 2026 in Review

Graver Capital Management held its Philip Morris (PM) position steady in Q2 2026 at 4,800 shares worth $868K. The position accounts for 0.62% of the portfolio, ranked #13.

Graver Capital Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $874K in Q2 2025. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Graver Capital Management held 4,800 shares of Philip Morris worth $868K as of Q2 2026.
Graver Capital Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.62% of Graver Capital Management's portfolio in Q2 2026, its #13 holding.
Graver Capital Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Graver Capital Management's Philip Morris position peaked at $874K in Q2 2025.
1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Graver Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.