Howard Capital Management Group’s Philip Morris PM Stock Holding History

Howard Capital Management Group’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	$5.3M	Hold	29,274	–	–	0.32%	34
2026 Q1	$4.84M	Hold	29,274	–	–	0.32%	36
2025 Q4	$4.7M	Sell	29,274 -2,100	-7%	-$325K	0.3%	35
2025 Q3	$5.09M	Hold	31,374	–	–	0.32%	35
2025 Q2	$5.71M	Hold	31,374	–	–	0.4%	34
2025 Q1	$4.98M	Hold	31,374	–	–	0.39%	34
2024 Q4	$3.78M	Hold	31,374	–	–	0.26%	37
2024 Q3	$3.81M	Hold	31,374	–	–	0.27%	37
2024 Q2	$3.18M	Hold	31,374	–	–	0.23%	37
2024 Q1	$2.87M	Hold	31,374	–	–	0.22%	39
2023 Q4	$2.95M	Hold	31,374	–	–	0.26%	38
2023 Q3	$2.9M	Hold	31,374	–	–	0.28%	37
2023 Q2	$3.06M	Sell	31,374 -400	-1%	-$38.2K	0.29%	37
2023 Q1	$3.09M	Buy	31,774 +3,744	+13%	+$373K	0.33%	36
2022 Q4	$2.84M	Hold	28,030	–	–	0.34%	38
2022 Q3	$2.33M	Hold	28,030	–	–	0.29%	38
2022 Q2	$2.77M	Hold	28,030	–	–	0.33%	38
2022 Q1	$2.63M	Hold	28,030	–	–	0.24%	41
2021 Q4	$2.66M	Hold	28,030	–	–	0.22%	42
2021 Q3	$2.66M	Hold	28,030	–	–	0.25%	42
2021 Q2	$2.78M	Hold	28,030	–	–	0.26%	42
2021 Q1	$2.49M	Buy	+28,030	New	+$2.38M	0.26%	42

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Howard Capital Management Group's PM Position: Q2 2026 in Review

Howard Capital Management Group held its Philip Morris (PM) position steady in Q2 2026 at 29,274 shares worth $5.3M. The position accounts for 0.32% of the portfolio, ranked #34.

Howard Capital Management Group first reported a position in PM in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.71M in Q2 2025. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Howard Capital Management Group held 29,274 shares of Philip Morris worth $5.3M as of Q2 2026.
Howard Capital Management Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.32% of Howard Capital Management Group's portfolio in Q2 2026, its #34 holding.
Howard Capital Management Group first reported a position in Philip Morris in Q1 2021 and has held it in 22 quarters since.
Howard Capital Management Group's Philip Morris position peaked at $5.71M in Q2 2025.
508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.