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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hamilton Capital's PM Position: Q1 2026 in Review

Hamilton Capital reduced its Philip Morris (PM) stake by 11% in Q1 2026, selling an estimated $47.4K and leaving 2,176 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #100.

Hamilton Capital first reported a position in PM in Q4 2022 and has held it in 9 quarters since. The position peaked at $596K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Hamilton Capital held 2,176 shares of Philip Morris worth $360K as of Q1 2026.
Hamilton Capital sold 273 Philip Morris shares in Q1 2026, an estimated $47.4K.
Philip Morris made up 0.02% of Hamilton Capital's portfolio in Q1 2026, its #100 holding.
Hamilton Capital first reported a position in Philip Morris in Q4 2022 and has held it in 9 quarters since.
Hamilton Capital's Philip Morris position peaked at $596K in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.