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Inscription Capital’s Philip Morris PM Stock Holding History

Inscription Capital’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 		$2.12M Buy
11,726
+1,701
+17% +$295K 0.19% 96
2026
Q1 		$1.66M Sell
10,025
-315
-3% -$54.7K 0.17% 98
2025
Q4 		$1.66M Buy
10,340
+621
+6% +$96.2K 0.17% 91
2025
Q3 		$1.58M Buy
9,719
+1,121
+13% +$189K 0.17% 93
2025
Q2 		$1.57M Sell
8,598
-7,523
-47% -$1.29M 0.23% 73
2025
Q1 		$1.48M Buy
+16,121
New +$2.28M 0.24% 72
2024
Q3 		$1.65M Sell
13,587
-1,085
-7% -$126K 0.25% 71
2024
Q2 		$1.49M Sell
14,672
-1,449
-9% -$142K 0.24% 73
2024
Q1 		$1.48M Buy
16,121
+8,452
+110% +$779K 0.24% 72
2023
Q4 		$722K Buy
7,669
+17
+0.2% +$1.57K 0.2% 90
2023
Q3 		$708K Hold
7,652
– – 0.23% 76
2023
Q2 		$747K Sell
7,652
-253
-3% -$24.2K 0.23% 75
2023
Q1 		$769K Buy
7,905
+66
+0.8% +$6.58K 0.2% 90
2022
Q4 		$793K Sell
7,839
-1,795
-19% -$169K 0.27% 79
2022
Q3 		$800K Buy
9,634
+55
+0.6% +$5.25K 0.23% 78
2022
Q2 		$946K Buy
9,579
+4
+0% +$408 0.17% 97
2022
Q1 		$911K Sell
9,575
-39
-0.4% -$3.9K 0.26% 80
2021
Q4 		$925K Sell
9,614
-739
-7% -$69.1K 0.25% 82
2021
Q3 		$994K Sell
10,353
-26,078
-72% -$2.62M 0.31% 73
2021
Q2 		$3.61M Buy
36,431
+25,700
+239% +$2.47M 0.41% 56
2021
Q1 		$965K Sell
10,731
-183
-2% -$15.5K 0.33% 74
2020
Q4 		$917K Sell
10,914
-278
-2% -$21.6K 0.35% 71
2020
Q3 		$853K Buy
11,192
+13
+0.1% +$1K 0.38% 70
2020
Q2 		$796K Buy
11,179
+13
+0.1% +$948 0.44% 61
2020
Q1 		$828K Sell
11,166
-261
-2% -$21.5K 0.55% 48
2019
Q4 		$986K Buy
11,427
+72
+0.6% +$5.93K 0.44% 61
2019
Q3 		$875K Buy
11,355
+8,364
+280% +$663K 0.48% 56
2019
Q2 		$240K Buy
2,991
+1,158
+63% +$95.7K 0.18% 92
2019
Q1 		$164K Hold
1,833
– – 0.09% 133
2018
Q4 		$124K Buy
+1,833
New +$153K 0.07% 152

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

Inscription Capital's PM Position: Q2 2026 in Review

Inscription Capital increased its Philip Morris (PM) stake by 17% in Q2 2026, buying an estimated $295K and bringing the position to 11,726 shares worth $2.12M. The position accounts for 0.19% of the portfolio, ranked #96.

Inscription Capital first reported a position in PM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.61M in Q2 2021. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Inscription Capital held 11,726 shares of Philip Morris worth $2.12M as of Q2 2026.
  • Inscription Capital bought 1,701 Philip Morris shares in Q2 2026, an estimated $295K.
  • Philip Morris made up 0.19% of Inscription Capital's portfolio in Q2 2026, its #96 holding.
  • Inscription Capital first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
  • Inscription Capital's Philip Morris position peaked at $3.61M in Q2 2021.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.