Impact Capital Partners’s Philip Morris PM Stock Holding History

Impact Capital 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 Q3	$1.52M	Sell	7,952 -410	-5%	-$77.5K	0.42%	56
2026 Q2	$1.51M	Buy	8,362 +94	+1%	+$16.3K	0.41%	62
2026 Q1	$1.37M	Sell	8,268 -9,364	-53%	-$1.63M	0.41%	58
2025 Q4	$2.83M	Buy	17,632 +118	+0.7%	+$18.3K	0.84%	28
2025 Q3	$2.84M	Buy	17,514 +1,613	+10%	+$271K	0.85%	28
2025 Q2	$2.9M	Buy	15,901 +577	+4%	+$99.1K	0.95%	24
2025 Q1	$2.43M	Buy	15,324 +13,310	+661%	+$1.89M	0.88%	30
2024 Q4	$242K	Buy	+2,014	New	+$254K	0.09%	228

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Impact Capital Partners's PM Position: Q3 2026 in Review

Impact Capital Partners reduced its Philip Morris (PM) stake by 4.9% in Q3 2026, selling an estimated $77.5K and leaving 7,952 shares worth $1.52M. The position accounts for 0.42% of the portfolio, ranked #56.

Impact Capital Partners first reported a position in PM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.9M in Q2 2025. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Impact Capital Partners held 7,952 shares of Philip Morris worth $1.52M as of Q3 2026.
Impact Capital Partners sold 410 Philip Morris shares in Q3 2026, an estimated $77.5K.
Philip Morris made up 0.42% of Impact Capital Partners's portfolio in Q3 2026, its #56 holding.
Impact Capital Partners first reported a position in Philip Morris in Q4 2024 and has held it in 8 quarters since.
Impact Capital Partners's Philip Morris position peaked at $2.9M in Q2 2025.
2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.