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Lavaca Capital’s Philip Morris PM Stock Holding History

Lavaca 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
Q1 		$334K Buy
2,023
+361
+22% +$62.7K 0.06% 83
2025
Q4 		$267K Hold
1,662
– – 0.04% 89
2025
Q3 		$270K Buy
1,662
+100
+6% +$16.8K 0.05% 90
2025
Q2 		$284K Hold
1,562
– – 0.11% 88
2025
Q1 		$248K Hold
1,562
– – 0.1% 91
2024
Q4 		$188K Buy
+1,562
New +$197K 0.07% 115
2023
Q4 		– Sell
-2,516
Closed -$233K – 123
2023
Q3 		$233K Buy
+2,516
New +$242K 0.08% 135
2023
Q2 		– Sell
-5,006
Closed -$505K – 177
2023
Q1 		$505K Buy
5,006
+2
+0% +$199 0.11% 133
2022
Q4 		$483K Buy
5,004
+1,242
+33% +$117K 0.15% 125
2022
Q3 		$349K Buy
3,762
+1,000
+36% +$95.4K 0.13% 113
2022
Q2 		$276K Hold
2,762
– – 0.04% 142
2022
Q1 		$259K Hold
2,762
– – 0.03% 171
2021
Q4 		$262K Buy
2,762
+94
+4% +$8.79K 0.03% 145
2021
Q3 		$253K Buy
2,668
+83
+3% +$8.35K 0.03% 140
2021
Q2 		$256K Hold
2,585
– – 0.03% 137
2021
Q1 		$229K Hold
2,585
– – 0.02% 128
2020
Q4 		$214K Sell
2,585
-4,810
-65% -$374K 0.03% 103
2020
Q3 		$555K Buy
7,395
+3,900
+112% +$301K 0.09% 61
2020
Q2 		$245K Buy
3,495
+327
+10% +$23.8K 0.08% 74
2020
Q1 		$231K Sell
3,168
-29,649
-90% -$2.44M 0.22% 67
2019
Q4 		$2.79M Sell
32,817
-900
-3% -$74.2K 2.15% 12
2019
Q3 		$2.56M Sell
33,717
-1,500
-4% -$119K 1.93% 14
2019
Q2 		$2.77M Buy
35,217
+3,300
+10% +$273K 2.13% 13
2019
Q1 		$2.82M Sell
31,917
-1,000
-3% -$80.5K 2.4% 12
2018
Q4 		$2.2M Buy
+32,917
New +$2.75M 2.19% 14

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

Lavaca Capital's PM Position: Q1 2026 in Review

Lavaca Capital increased its Philip Morris (PM) stake by 22% in Q1 2026, buying an estimated $62.7K and bringing the position to 2,023 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #83.

Lavaca Capital first reported a position in PM in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.82M in Q1 2019. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Lavaca Capital held 2,023 shares of Philip Morris worth $334K as of Q1 2026.
  • Lavaca Capital bought 361 Philip Morris shares in Q1 2026, an estimated $62.7K.
  • Philip Morris made up 0.06% of Lavaca Capital's portfolio in Q1 2026, its #83 holding.
  • Lavaca Capital first reported a position in Philip Morris in Q4 2018 and has held it in 25 quarters since.
  • Lavaca Capital's Philip Morris position peaked at $2.82M in Q1 2019.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.