Hamilton Point Investment Advisors’s Philip Morris PM Stock Holding History

Hamilton Point Investment Advisors’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	$670K	Hold	3,672	–	–	0.09%	93
2026 Q1	$613K	Hold	3,672	–	–	0.09%	90
2025 Q4	$594K	Sell	3,672 -149	-4%	-$23.1K	0.09%	91
2025 Q3	$620K	Sell	3,821 -594	-13%	-$99.9K	0.1%	88
2025 Q2	$810K	Sell	4,415 -21	-0.5%	-$3.61K	0.13%	82
2025 Q1	$710K	Buy	4,436 +117	+3%	+$16.6K	0.13%	83
2024 Q4	$526K	Buy	4,319 +114	+3%	+$14.4K	0.09%	89
2024 Q3	$516K	Hold	4,205	–	–	0.09%	88
2024 Q2	$432K	Sell	4,205 -61	-1%	-$5.96K	0.08%	89
2024 Q1	$396K	Hold	4,266	–	–	0.08%	96
2023 Q4	$407K	Hold	4,266	–	–	0.08%	97
2023 Q3	$400K	Hold	4,266	–	–	0.1%	88
2023 Q2	$422K	Hold	4,266	–	–	0.1%	87
2023 Q1	$421K	Buy	+4,266	New	+$425K	0.1%	85

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hamilton Point Investment Advisors's PM Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Philip Morris (PM) position steady in Q2 2026 at 3,672 shares worth $670K. The position accounts for 0.09% of the portfolio, ranked #93.

Hamilton Point Investment Advisors first reported a position in PM in Q1 2023 and has held it in 14 quarters since. The position peaked at $810K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Hamilton Point Investment Advisors held 3,672 shares of Philip Morris worth $670K as of Q2 2026.
Hamilton Point Investment Advisors left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.09% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #93 holding.
Hamilton Point Investment Advisors first reported a position in Philip Morris in Q1 2023 and has held it in 14 quarters since.
Hamilton Point Investment Advisors's Philip Morris position peaked at $810K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.