HIP
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HUB Investment Partners’s Philip Morris PM Stock Holding History

HUB Investment Partners’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 		$3.24M Buy
17,925
+10,042
+127% +$1.74M 0.06% 228
2026
Q1 		$1.3M Buy
7,883
+422
+6% +$73.3K 0.03% 318
2025
Q4 		$1.2M Buy
7,461
+454
+6% +$70.3K 0.03% 272
2025
Q3 		$1.14M Buy
7,007
+557
+9% +$93.7K 0.04% 263
2025
Q2 		$1.17M Buy
6,450
+596
+10% +$102K 0.04% 243
2025
Q1 		$929K Buy
5,854
+800
+16% +$113K 0.04% 239
2024
Q4 		$608K Buy
5,054
+165
+3% +$20.8K 0.03% 290
2024
Q3 		$593K Buy
4,889
+148
+3% +$17.2K 0.03% 274
2024
Q2 		$480K Buy
4,741
+150
+3% +$14.7K 0.02% 287
2024
Q1 		$421K Sell
4,591
-36,073
-89% -$3.33M 0.02% 307
2023
Q4 		$3.83M Buy
40,664
+6,128
+18% +$565K 0.26% 102
2023
Q3 		$3.2M Buy
34,536
+3,441
+11% +$331K 0.48% 54
2023
Q2 		$3.04M Buy
31,095
+4,425
+17% +$423K 0.5% 52
2023
Q1 		$2.59M Buy
+26,670
New +$2.66M 0.54% 54
2022
Q4 		– Sell
-22,615
Closed -$1.88M – 165
2022
Q3 		$1.88M Buy
22,615
+1,844
+9% +$176K 0.57% 53
2022
Q2 		$2.05M Buy
+20,771
New +$2.12M 0.64% 47
2021
Q1 		– Sell
-2,818
Closed -$211K – 243
2020
Q4 		$211K Buy
+2,818
New +$219K 0.1% 148

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

HUB Investment Partners's PM Position: Q2 2026 in Review

HUB Investment Partners increased its Philip Morris (PM) stake by 127% in Q2 2026, buying an estimated $1.74M and bringing the position to 17,925 shares worth $3.24M. The position accounts for 0.06% of the portfolio, ranked #228.

HUB Investment Partners first reported a position in PM in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.83M in Q4 2023. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • HUB Investment Partners held 17,925 shares of Philip Morris worth $3.24M as of Q2 2026.
  • HUB Investment Partners bought 10,042 Philip Morris shares in Q2 2026, an estimated $1.74M.
  • Philip Morris made up 0.06% of HUB Investment Partners's portfolio in Q2 2026, its #228 holding.
  • HUB Investment Partners first reported a position in Philip Morris in Q4 2020 and has held it in 17 quarters since.
  • HUB Investment Partners's Philip Morris position peaked at $3.83M in Q4 2023.
  • 2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.