Hamilton Capital
PM icon

Hamilton Capital’s Philip Morris PM Stock Holding History

Hamilton 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
Q3 		$388K Sell
2,034
-130
-6% -$24.6K 0.02% 96
2026
Q2 		$392K Sell
2,164
-12
-0.6% -$2.08K 0.02% 99
2026
Q1 		$360K Sell
2,176
-273
-11% -$47.4K 0.02% 100
2025
Q4 		$393K Buy
+2,449
New +$379K 0.02% 88
2025
Q2 		$596K Buy
3,275
+311
+10% +$53.4K 0.03% 52
2025
Q1 		$470K Buy
2,964
+911
+44% +$129K 0.03% 67
2024
Q4 		$247K Buy
+2,053
New +$259K 0.02% 105
2023
Q4 		– Sell
-2,879
Closed -$267K – 141
2023
Q3 		$267K Buy
2,879
+319
+12% +$30.7K 0.02% 91
2023
Q2 		$250K Buy
2,560
+18
+0.7% +$1.72K 0.02% 91
2023
Q1 		$247K Sell
2,542
-940
-27% -$93.7K 0.02% 94
2022
Q4 		$352K Buy
+3,482
New +$329K 0.02% 84

Other funds holding PM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Hamilton Capital's PM Position: Q3 2026 in Review

Hamilton Capital reduced its Philip Morris (PM) stake by 6% in Q3 2026, selling an estimated $24.6K and leaving 2,034 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #96.

Hamilton Capital first reported a position in PM in Q4 2022 and has held it in 11 quarters since. The position peaked at $596K in Q2 2025. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Hamilton Capital held 2,034 shares of Philip Morris worth $388K as of Q3 2026.
  • Hamilton Capital sold 130 Philip Morris shares in Q3 2026, an estimated $24.6K.
  • Philip Morris made up 0.02% of Hamilton Capital's portfolio in Q3 2026, its #96 holding.
  • Hamilton Capital first reported a position in Philip Morris in Q4 2022 and has held it in 11 quarters since.
  • Hamilton Capital's Philip Morris position peaked at $596K in Q2 2025.
  • 1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.