Hobart Private Capital’s Philip Morris PM Stock Holding History

Hobart Private 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 Q2	$369K	Buy	2,037 +382	+23%	+$66.3K	0.06%	112
2026 Q1	$274K	Buy	1,655 +170	+11%	+$29.5K	0.05%	112
2025 Q4	$238K	Buy	1,485 +121	+9%	+$18.7K	0.05%	117
2025 Q3	$221K	Sell	1,364 -351	-20%	-$59.1K	0.05%	116
2025 Q2	$312K	Buy	+1,715	New	+$295K	0.07%	95
2021 Q3	–	Sell	-3,739	Closed	-$371K	–	122
2021 Q2	$371K	Sell	3,739 -510	-12%	-$48.9K	0.15%	97
2021 Q1	$377K	Sell	4,249 -2,513	-37%	-$213K	0.15%	97
2020 Q4	$560K	Sell	6,762 -2,555	-27%	-$199K	0.25%	78
2020 Q3	$699K	Sell	9,317 -7,977	-46%	-$615K	0.36%	44
2020 Q2	$1.21M	Sell	17,294 -5,214	-23%	-$380K	0.68%	26
2020 Q1	$1.64M	Buy	22,508 +1,286	+6%	+$106K	1.13%	20
2019 Q4	$1.81M	Buy	21,222 +949	+5%	+$78.2K	1.11%	23
2019 Q3	$1.54M	Sell	20,273 -4,420	-18%	-$350K	1.05%	24
2019 Q2	$1.94M	Sell	24,693 -336	-1%	-$27.8K	1.35%	16
2019 Q1	$2.21M	Buy	25,029 +2,540	+11%	+$205K	1.68%	9
2018 Q4	$1.5M	Buy	22,489 +2,329	+12%	+$195K	1.29%	23
2018 Q3	$1.64M	Sell	20,160 -667	-3%	-$54.8K	1.26%	25
2018 Q2	$1.68M	Buy	20,827 +3,246	+18%	+$275K	1.37%	20
2018 Q1	$1.75M	Buy	17,581 +241	+1%	+$25.1K	1.53%	21
2017 Q4	$1.83M	Buy	+17,340	New	+$1.85M	1.63%	18

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

Hobart Private Capital's PM Position: Q2 2026 in Review

Hobart Private Capital increased its Philip Morris (PM) stake by 23% in Q2 2026, buying an estimated $66.3K and bringing the position to 2,037 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #112.

Hobart Private Capital first reported a position in PM in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.21M in Q1 2019. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Hobart Private Capital held 2,037 shares of Philip Morris worth $369K as of Q2 2026.
Hobart Private Capital bought 382 Philip Morris shares in Q2 2026, an estimated $66.3K.
Philip Morris made up 0.06% of Hobart Private Capital's portfolio in Q2 2026, its #112 holding.
Hobart Private Capital first reported a position in Philip Morris in Q4 2017 and has held it in 20 quarters since.
Hobart Private Capital's Philip Morris position peaked at $2.21M in Q1 2019.
2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.