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 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

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

Impact Capital Partners's PM Position: Q2 2026 in Review

Impact Capital Partners increased its Philip Morris (PM) stake by 1.1% in Q2 2026, buying an estimated $16.3K and bringing the position to 8,362 shares worth $1.51M. The position accounts for 0.41% of the portfolio, ranked #62.

Impact Capital Partners first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.9M in Q2 2025. 728 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Impact Capital Partners held 8,362 shares of Philip Morris worth $1.51M as of Q2 2026.
Impact Capital Partners bought 94 Philip Morris shares in Q2 2026, an estimated $16.3K.
Philip Morris made up 0.41% of Impact Capital Partners's portfolio in Q2 2026, its #62 holding.
Impact Capital Partners first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's Philip Morris position peaked at $2.9M in Q2 2025.
728 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.