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Joseph Group Capital Management’s Philip Morris PM Stock Holding History

Joseph Group 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 		$86.7K Buy
479
+203
+74% +$35.2K 0.02% 105
2026
Q1 		$45.6K Buy
276
+160
+138% +$27.8K 0.01% 109
2025
Q4 		$18.6K Buy
+116
New +$18K ﹤0.01% 134

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

Joseph Group Capital Management's PM Position: Q2 2026 in Review

Joseph Group Capital Management increased its Philip Morris (PM) stake by 74% in Q2 2026, buying an estimated $35.2K and bringing the position to 479 shares worth $86.7K. The position accounts for 0.02% of the portfolio, ranked #105.

Joseph Group Capital Management first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Joseph Group Capital Management held 479 shares of Philip Morris worth $86.7K as of Q2 2026.
  • Joseph Group Capital Management bought 203 Philip Morris shares in Q2 2026, an estimated $35.2K.
  • Philip Morris made up 0.02% of Joseph Group Capital Management's portfolio in Q2 2026, its #105 holding.
  • Joseph Group Capital Management first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.