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Havemeyer Place’s Philip Morris PM Stock Holding History

Havemeyer Place’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 		– Sell
-10,033
Closed -$1.66M – 646
2026
Q1 		$1.66M Sell
10,033
-16,053
-62% -$2.79M 0.19% 195
2025
Q4 		$4.18M Buy
+26,086
New +$4.04M 0.82% 7

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

Havemeyer Place's PM Position: Q2 2026 in Review

Havemeyer Place sold out of Philip Morris (PM) in Q2 2026, closing a stake of 10,033 shares — an estimated $1.66M sold.

Havemeyer Place first reported a position in PM in Q4 2025 and held it in 2 quarters. The position peaked at $4.18M in Q4 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Havemeyer Place reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Havemeyer Place sold 10,033 Philip Morris shares in Q2 2026, an estimated $1.66M.
  • Havemeyer Place first reported a position in Philip Morris in Q4 2025 and held it in 2 quarters.
  • Havemeyer Place's Philip Morris position peaked at $4.18M in Q4 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.