Lazari Capital Management’s Philip Morris PM Stock Holding History

Lazari 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	$445K	Sell	2,458 -51	-2%	-$8.85K	0.14%	104
2026 Q1	$415K	Sell	2,509 -79	-3%	-$13.7K	0.14%	101
2025 Q4	$415K	Sell	2,588 -19	-0.7%	-$2.94K	0.14%	97
2025 Q3	$423K	Buy	2,607 +11	+0.4%	+$1.85K	0.14%	91
2025 Q2	$473K	Buy	2,596 +14	+0.5%	+$2.4K	0.18%	84
2025 Q1	$410K	Buy	2,582 +80	+3%	+$11.3K	0.17%	87
2024 Q4	$301K	Buy	2,502 +50	+2%	+$6.31K	0.12%	99
2024 Q3	$298K	Sell	2,452 -62	-2%	-$7.2K	0.13%	104
2024 Q2	$255K	Buy	+2,514	New	+$246K	0.11%	106
2023 Q3	–	Sell	-2,086	Closed	-$204K	–	129
2023 Q2	$204K	Buy	+2,086	New	+$199K	0.11%	107

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Lazari Capital Management reduced its Philip Morris (PM) stake by 2% in Q2 2026, selling an estimated $8.85K and leaving 2,458 shares worth $445K. The position accounts for 0.14% of the portfolio, ranked #104.

Lazari Capital Management first reported a position in PM in Q2 2023 and has held it in 10 quarters since. The position peaked at $473K in Q2 2025. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Lazari Capital Management held 2,458 shares of Philip Morris worth $445K as of Q2 2026.
Lazari Capital Management sold 51 Philip Morris shares in Q2 2026, an estimated $8.85K.
Philip Morris made up 0.14% of Lazari Capital Management's portfolio in Q2 2026, its #104 holding.
Lazari Capital Management first reported a position in Philip Morris in Q2 2023 and has held it in 10 quarters since.
Lazari Capital Management's Philip Morris position peaked at $473K in Q2 2025.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.