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Harvest Fund Management’s Philip Morris PM Stock Holding History

Harvest Fund 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 		$135K Sell
749
-1,270
-63% -$220K ﹤0.01% 290
2026
Q1 		$334K Sell
2,019
-390
-16% -$67.8K 0.01% 246
2025
Q4 		$386K Buy
2,409
+377
+19% +$58.4K 0.01% 279
2025
Q3 		$330K Sell
2,032
-7,059
-78% -$1.19M 0.01% 298
2025
Q2 		$1.66M Buy
9,091
+2,681
+42% +$460K 0.08% 158
2025
Q1 		$1.02M Buy
6,410
+226
+4% +$32K 0.05% 192
2024
Q4 		$744K Buy
6,184
+3,250
+111% +$410K 0.03% 260
2024
Q3 		$356K Buy
+2,934
New +$341K 0.02% 273
2024
Q1 		– Sell
-234
Closed -$22K – 740
2023
Q4 		$22K Hold
234
– – ﹤0.01% 496
2023
Q3 		$22K Sell
234
-606
-72% -$58.3K ﹤0.01% 473
2023
Q2 		$82K Sell
840
-873
-51% -$83.4K 0.02% 355
2023
Q1 		$167K Sell
1,713
-145
-8% -$14.4K 0.04% 241
2022
Q4 		$188K Buy
1,858
+501
+37% +$47.3K 0.05% 225
2022
Q3 		$113K Buy
1,357
+1,022
+305% +$97.5K 0.03% 279
2022
Q2 		$33K Hold
335
– – 0.01% 472
2022
Q1 		$31K Hold
335
– – 0.01% 525
2021
Q4 		$31K Hold
335
– – 0.01% 559
2021
Q3 		$31K Buy
+335
New +$33.7K 0.01% 521
2019
Q2 		– Sell
-444
Closed -$39K – 416
2019
Q1 		$39K Buy
+444
New +$35.8K 0.01% 309

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

Harvest Fund Management's PM Position: Q2 2026 in Review

Harvest Fund Management reduced its Philip Morris (PM) stake by 63% in Q2 2026, selling an estimated $220K and leaving 749 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Harvest Fund Management first reported a position in PM in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.66M in Q2 2025. 2,927 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Harvest Fund Management held 749 shares of Philip Morris worth $135K as of Q2 2026.
  • Harvest Fund Management sold 1,270 Philip Morris shares in Q2 2026, an estimated $220K.
  • Philip Morris made up ﹤0.01% of Harvest Fund Management's portfolio in Q2 2026, its #290 holding.
  • Harvest Fund Management first reported a position in Philip Morris in Q1 2019 and has held it in 19 quarters since.
  • Harvest Fund Management's Philip Morris position peaked at $1.66M in Q2 2025.
  • 2,927 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.