JCM
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Jacobsen Capital Management’s Philip Morris PM Stock Holding History

Jacobsen Capital Management’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 		$486K Buy
2,689
+107
+4% +$18.6K 0.14% 67
2026
Q1 		$427K Buy
2,582
+44
+2% +$7.65K 0.14% 66
2025
Q4 		$407K Sell
2,538
-220
-8% -$34.1K 0.13% 63
2025
Q3 		$447K Buy
2,758
+11
+0.4% +$1.85K 0.15% 57
2025
Q2 		$500K Buy
2,747
+431
+19% +$74K 0.18% 49
2025
Q1 		$368K Buy
2,316
+161
+7% +$22.8K 0.16% 59
2024
Q4 		$259K Buy
2,155
+127
+6% +$16K 0.11% 74
2024
Q3 		$246K Buy
2,028
+21
+1% +$2.44K 0.1% 82
2024
Q2 		$203K Buy
+2,007
New +$196K 0.09% 95
2024
Q1 		– Sell
-2,519
Closed -$237K – 96
2023
Q4 		$237K Buy
2,519
+324
+15% +$29.9K 0.12% 71
2023
Q3 		$203K Buy
+2,195
New +$211K 0.11% 72

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's PM Position: Q2 2026 in Review

Jacobsen Capital Management increased its Philip Morris (PM) stake by 4.1% in Q2 2026, buying an estimated $18.6K and bringing the position to 2,689 shares worth $486K. The position accounts for 0.14% of the portfolio, ranked #67.

Jacobsen Capital Management first reported a position in PM in Q3 2023 and has held it in 11 quarters since. The position peaked at $500K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Jacobsen Capital Management held 2,689 shares of Philip Morris worth $486K as of Q2 2026.
  • Jacobsen Capital Management bought 107 Philip Morris shares in Q2 2026, an estimated $18.6K.
  • Philip Morris made up 0.14% of Jacobsen Capital Management's portfolio in Q2 2026, its #67 holding.
  • Jacobsen Capital Management first reported a position in Philip Morris in Q3 2023 and has held it in 11 quarters since.
  • Jacobsen Capital Management's Philip Morris position peaked at $500K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.