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JB Capital’s Philip Morris PM Stock Holding History

JB 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 		$1.21M Buy
6,703
+131
+2% +$22.7K 0.04% 134
2026
Q1 		$1.09M Buy
6,572
+10
+0.2% +$1.74K 0.04% 138
2025
Q4 		$1.05M Buy
6,562
+1,098
+20% +$170K 0.04% 140
2025
Q3 		$886K Sell
5,464
-255
-4% -$42.9K 0.04% 142
2025
Q2 		$1.04M Buy
5,719
+259
+5% +$44.5K 0.05% 127
2025
Q1 		$867K Buy
5,460
+24
+0.4% +$3.4K 0.05% 126
2024
Q4 		$654K Sell
5,436
-118
-2% -$14.9K 0.04% 129
2024
Q3 		$674K Sell
5,554
-314
-5% -$36.5K 0.04% 135
2024
Q2 		$595K Buy
5,868
+36
+0.6% +$3.52K 0.04% 137
2024
Q1 		$534K Buy
5,832
+16
+0.3% +$1.48K 0.04% 137
2023
Q4 		$547K Buy
5,816
+30
+0.5% +$2.76K 0.04% 128
2023
Q3 		$536K Buy
5,786
+60
+1% +$5.78K 0.05% 116
2023
Q2 		$559K Buy
5,726
+40
+0.7% +$3.82K 0.05% 106
2023
Q1 		$553K Buy
5,686
+140
+3% +$14K 0.05% 101
2022
Q4 		$561K Buy
5,546
+13
+0.2% +$1.23K 0.05% 98
2022
Q3 		$459K Sell
5,533
-2,957
-35% -$282K 0.05% 106
2022
Q2 		$838K Buy
8,490
+162
+2% +$16.5K 0.09% 121
2022
Q1 		$783K Sell
8,328
-411
-5% -$41.1K 0.08% 132
2021
Q4 		$830K Buy
8,739
+932
+12% +$87.1K 0.08% 124
2021
Q3 		$740K Buy
+7,807
New +$785K 0.1% 132

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

JB Capital's PM Position: Q2 2026 in Review

JB Capital increased its Philip Morris (PM) stake by 2% in Q2 2026, buying an estimated $22.7K and bringing the position to 6,703 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #134.

JB Capital first reported a position in PM in Q3 2021 and has held it in 20 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • JB Capital held 6,703 shares of Philip Morris worth $1.21M as of Q2 2026.
  • JB Capital bought 131 Philip Morris shares in Q2 2026, an estimated $22.7K.
  • Philip Morris made up 0.04% of JB Capital's portfolio in Q2 2026, its #134 holding.
  • JB Capital first reported a position in Philip Morris in Q3 2021 and has held it in 20 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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