L2 Asset Management’s Philip Morris PM Stock Holding History

L2 Asset 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	$903K	Buy	4,987 +1,826	+58%	+$317K	0.09%	177
2026 Q1	$523K	Sell	3,161 -752	-19%	-$131K	0.05%	229
2025 Q4	$628K	Buy	3,913 +283	+8%	+$43.8K	0.08%	189
2025 Q3	$589K	Buy	3,630 +421	+13%	+$70.8K	0.09%	194
2025 Q2	$584K	Buy	3,209 +529	+20%	+$90.8K	0.1%	181
2025 Q1	$425K	Sell	2,680 -1,787	-40%	-$253K	0.09%	170
2024 Q4	$538K	Buy	4,467 +2,569	+135%	+$324K	0.12%	127
2024 Q3	$230K	Sell	1,898 -422	-18%	-$49K	0.06%	202
2024 Q2	$235K	Buy	+2,320	New	+$227K	0.07%	185
2023 Q4	–	Sell	-1,811	Closed	-$361K	–	227
2023 Q3	$361K	Sell	1,811 -1,990	-52%	-$192K	0.17%	106
2023 Q2	$396K	Sell	3,801 -7,976	-68%	-$762K	0.19%	98
2023 Q1	$1.15M	Buy	11,777 +3,781	+47%	+$377K	0.63%	49
2022 Q4	$809K	Buy	7,996 +435	+6%	+$41K	0.5%	59
2022 Q3	$628K	Sell	7,561 -24,495	-76%	-$2.34M	0.43%	64
2022 Q2	$3.17M	Buy	32,056 +3,085	+11%	+$315K	2.3%	6
2022 Q1	$2.72M	Buy	28,971 +26,735	+1,196%	+$2.67M	1.57%	17
2021 Q4	$212K	Sell	2,236 -2,726	-55%	-$255K	0.15%	112
2021 Q3	$470K	Sell	4,962 -5,652	-53%	-$569K	1.19%	36
2021 Q2	$1.05M	Buy	+10,614	New	+$1.02M	0.98%	39

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

L2 Asset Management's PM Position: Q2 2026 in Review

L2 Asset Management increased its Philip Morris (PM) stake by 58% in Q2 2026, buying an estimated $317K and bringing the position to 4,987 shares worth $903K. The position accounts for 0.09% of the portfolio, ranked #177.

L2 Asset Management first reported a position in PM in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.17M in Q2 2022. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

L2 Asset Management held 4,987 shares of Philip Morris worth $903K as of Q2 2026.
L2 Asset Management bought 1,826 Philip Morris shares in Q2 2026, an estimated $317K.
Philip Morris made up 0.09% of L2 Asset Management's portfolio in Q2 2026, its #177 holding.
L2 Asset Management first reported a position in Philip Morris in Q2 2021 and has held it in 19 quarters since.
L2 Asset Management's Philip Morris position peaked at $3.17M in Q2 2022.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.