HI
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Harbour Investments’s Philip Morris PM Stock Holding History

Harbour Investments’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 		$4.9M Sell
27,090
-595
-2% -$103K 0.07% 275
2026
Q1 		$4.58M Buy
27,685
+15,669
+130% +$2.72M 0.07% 261
2025
Q4 		$1.93M Sell
12,016
-1,495
-11% -$232K 0.04% 408
2025
Q3 		$2.19M Sell
13,511
-402
-3% -$67.6K 0.05% 324
2025
Q2 		$2.53M Buy
13,913
+1,285
+10% +$221K 0.06% 271
2025
Q1 		$2M Buy
12,628
+218
+2% +$30.9K 0.06% 291
2024
Q4 		$1.49M Buy
12,410
+605
+5% +$76.3K 0.04% 368
2024
Q3 		$1.43M Buy
11,805
+387
+3% +$45K 0.04% 361
2024
Q2 		$1.16M Buy
11,418
+647
+6% +$63.3K 0.04% 387
2024
Q1 		$987K Buy
10,771
+486
+5% +$44.8K 0.04% 418
2023
Q4 		$968K Sell
10,285
-94
-0.9% -$8.66K 0.04% 367
2023
Q3 		$961K Sell
10,379
-106
-1% -$10.2K 0.05% 338
2023
Q2 		$1.02M Buy
10,485
+43
+0.4% +$4.11K 0.05% 336
2023
Q1 		$1.02M Buy
10,442
+270
+3% +$26.9K 0.06% 320
2022
Q4 		$1.03M Sell
10,172
-1,701
-14% -$161K 0.06% 295
2022
Q3 		$1.17M Hold
11,873
– – 0.08% 248
2022
Q2 		$1.17M Buy
+11,873
New +$1.21M 0.08% 248
2021
Q4 		$1.09M Sell
11,527
-23,809
-67% -$2.23M 0.07% 283
2021
Q3 		$3.35M Sell
35,336
-906
-2% -$91.1K 0.11% 181
2021
Q2 		$3.59M Buy
36,242
+932
+3% +$89.4K 0.11% 165
2021
Q1 		$3.13M Buy
+35,310
New +$3M 0.11% 167

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harbour Investments's PM Position: Q2 2026 in Review

Harbour Investments reduced its Philip Morris (PM) stake by 2.1% in Q2 2026, selling an estimated $103K and leaving 27,090 shares worth $4.9M. The position accounts for 0.07% of the portfolio, ranked #275.

Harbour Investments first reported a position in PM in Q1 2021 and has held it in 21 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Harbour Investments held 27,090 shares of Philip Morris worth $4.9M as of Q2 2026.
  • Harbour Investments sold 595 Philip Morris shares in Q2 2026, an estimated $103K.
  • Philip Morris made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #275 holding.
  • Harbour Investments first reported a position in Philip Morris in Q1 2021 and has held it in 21 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.