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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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Interchange Capital Partners's PM Position: Q1 2026 in Review

Interchange Capital Partners reduced its Philip Morris (PM) stake by 15% in Q1 2026, selling an estimated $183K and leaving 6,098 shares worth $971K. The position accounts for 0.31% of the portfolio, ranked #80.

Interchange Capital Partners first reported a position in PM in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.2M in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Interchange Capital Partners held 6,098 shares of Philip Morris worth $971K as of Q1 2026.
  • Interchange Capital Partners sold 1,056 Philip Morris shares in Q1 2026, an estimated $183K.
  • Philip Morris made up 0.31% of Interchange Capital Partners's portfolio in Q1 2026, its #80 holding.
  • Interchange Capital Partners first reported a position in Philip Morris in Q4 2020 and has held it in 15 quarters since.
  • Interchange Capital Partners's Philip Morris position peaked at $1.2M in Q3 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.