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

Howard Capital 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 		$2.06M Buy
11,374
+5,430
+91% +$942K 0.02% 186
2026
Q1 		$983K Sell
5,944
-6,139
-51% -$1.07M 0.02% 175
2025
Q4 		$1.94M Buy
12,083
+432
+4% +$66.9K 0.03% 168
2025
Q3 		$1.89M Buy
11,651
+372
+3% +$62.6K 0.03% 164
2025
Q2 		$2.07M Buy
11,279
+1,721
+18% +$296K 0.03% 152
2025
Q1 		$1.52M Sell
9,558
-848
-8% -$120K 0.04% 155
2024
Q4 		$1.25M Buy
10,406
+535
+5% +$67.5K 0.02% 190
2024
Q3 		$1.2M Buy
+9,871
New +$1.15M 0.02% 184
2022
Q1 		– Sell
-2,843
Closed -$285K – 67
2021
Q4 		$285K Buy
2,843
+416
+17% +$38.9K 0.04% 59
2021
Q3 		$233K Sell
2,427
-5,848
-71% -$588K 0.03% 60
2021
Q2 		$369K Buy
8,275
+249
+3% +$23.9K 0.07% 46
2021
Q1 		$758K Buy
8,026
+236
+3% +$20K 0.14% 39
2020
Q4 		$634K Buy
+7,790
New +$606K 0.13% 40
2018
Q4 		– Sell
-131,770
Closed -$10.7M – 52
2018
Q3 		$10.7M Hold
131,770
– – 1.04% 44
2018
Q2 		$11M Buy
131,770
+45,926
+53% +$3.9M 1.2% 28
2018
Q1 		$8.53M Buy
+85,844
New +$8.94M 1.08% 46

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

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

Howard Capital Management increased its Philip Morris (PM) stake by 91% in Q2 2026, buying an estimated $942K and bringing the position to 11,374 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #186.

Howard Capital Management first reported a position in PM in Q1 2018 and has held it in 16 quarters since. The position peaked at $11M in Q2 2018. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Howard Capital Management held 11,374 shares of Philip Morris worth $2.06M as of Q2 2026.
  • Howard Capital Management bought 5,430 Philip Morris shares in Q2 2026, an estimated $942K.
  • Philip Morris made up 0.02% of Howard Capital Management's portfolio in Q2 2026, its #186 holding.
  • Howard Capital Management first reported a position in Philip Morris in Q1 2018 and has held it in 16 quarters since.
  • Howard Capital Management's Philip Morris position peaked at $11M in Q2 2018.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.