Interchange Capital Partners’s Philip Morris PM Stock Holding History

Interchange 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	$1.86M	Buy	10,267 +4,169	+68%	+$723K	0.35%	67
2026 Q1	$971K	Sell	6,098 -1,056	-15%	-$183K	0.31%	80
2025 Q4	$1.15M	Sell	7,154 -223	-3%	-$34.5K	0.21%	102
2025 Q3	$1.2M	Buy	7,377 +1,485	+25%	+$250K	0.23%	82
2025 Q2	$1.07M	Sell	5,892 -28	-0.5%	-$4.81K	0.25%	80
2025 Q1	$940K	Buy	5,920 +12	+0.2%	+$1.7K	0.26%	80
2024 Q4	$711K	Sell	5,908 -516	-8%	-$65.1K	0.26%	102
2024 Q3	$780K	Buy	6,424 +10	+0.2%	+$1.16K	0.27%	95
2024 Q2	$650K	Buy	+6,414	New	+$627K	0.24%	110
2024 Q1	–	Sell	-3,124	Closed	-$297K	–	172
2023 Q4	$297K	Sell	3,124 -86	-3%	-$7.92K	0.22%	111
2023 Q3	$297K	Buy	+3,210	New	+$309K	0.24%	104
2023 Q2	–	Sell	-2,378	Closed	-$234K	–	206
2023 Q1	$234K	Buy	+2,378	New	+$237K	0.13%	177
2021 Q4	–	Sell	-2,257	Closed	-$213K	–	182
2021 Q3	$213K	Sell	2,257 -337	-13%	-$33.9K	0.36%	92
2021 Q2	$257K	Sell	2,594 -1,999	-44%	-$192K	0.4%	82
2021 Q1	$525K	Buy	4,593 +1,665	+57%	+$141K	0.28%	116
2020 Q4	$242K	Buy	+2,928	New	+$228K	0.13%	179

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Interchange Capital Partners increased its Philip Morris (PM) stake by 68% in Q2 2026, buying an estimated $723K and bringing the position to 10,267 shares worth $1.86M. The position accounts for 0.35% of the portfolio, ranked #67.

Interchange Capital Partners first reported a position in PM in Q4 2020 and has held it in 16 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Interchange Capital Partners held 10,267 shares of Philip Morris worth $1.86M as of Q2 2026.
Interchange Capital Partners bought 4,169 Philip Morris shares in Q2 2026, an estimated $723K.
Philip Morris made up 0.35% of Interchange Capital Partners's portfolio in Q2 2026, its #67 holding.
Interchange Capital Partners first reported a position in Philip Morris in Q4 2020 and has held it in 16 quarters since.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.