LCM
PM icon

LCM Capital Management’s Philip Morris PM Stock Holding History

LCM 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
Q1 		$416K Buy
2,514
+17
+0.7% +$2.95K 0.21% 61
2025
Q4 		$400K Sell
2,497
-9
-0.4% -$1.39K 0.19% 60
2025
Q3 		$406K Sell
2,506
-13
-0.5% -$2.19K 0.2% 61
2025
Q2 		$459K Sell
2,519
-10
-0.4% -$1.72K 0.24% 57
2025
Q1 		$401K Buy
2,529
+39
+2% +$5.52K 0.24% 56
2024
Q4 		$300K Sell
2,490
-6
-0.2% -$757 0.17% 73
2024
Q3 		$303K Buy
2,496
+10
+0.4% +$1.16K 0.17% 69
2024
Q2 		$252K Sell
2,486
-52
-2% -$5.08K 0.16% 75
2024
Q1 		$233K Buy
2,538
+9
+0.4% +$830 0.15% 80
2023
Q4 		$238K Buy
2,529
+18
+0.7% +$1.66K 0.17% 77
2023
Q3 		$232K Buy
2,511
+42
+2% +$4.04K 0.19% 77
2023
Q2 		$241K Buy
2,469
+41
+2% +$3.92K 0.2% 74
2023
Q1 		$236K Buy
2,428
+105
+5% +$10.5K 0.21% 77
2022
Q4 		$235K Buy
+2,323
New +$219K 0.23% 72
2022
Q3 		– Sell
-2,573
Closed -$254K – 88
2022
Q2 		$254K Sell
2,573
-11
-0.4% -$1.12K 0.25% 61
2022
Q1 		$243K Buy
2,584
+256
+11% +$25.6K 0.2% 78
2021
Q4 		$221K Buy
2,328
+71
+3% +$6.64K 0.17% 86
2021
Q3 		$214K Sell
2,257
-56
-2% -$5.63K 0.18% 80
2021
Q2 		$229K Buy
2,313
+20
+0.9% +$1.92K 0.19% 75
2021
Q1 		$203K Buy
+2,293
New +$195K 0.18% 79

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

LCM Capital Management's PM Position: Q1 2026 in Review

LCM Capital Management increased its Philip Morris (PM) stake by 0.68% in Q1 2026, buying an estimated $2.95K and bringing the position to 2,514 shares worth $416K. The position accounts for 0.21% of the portfolio, ranked #61.

LCM Capital Management first reported a position in PM in Q1 2021 and has held it in 20 quarters since. The position peaked at $459K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • LCM Capital Management held 2,514 shares of Philip Morris worth $416K as of Q1 2026.
  • LCM Capital Management bought 17 Philip Morris shares in Q1 2026, an estimated $2.95K.
  • Philip Morris made up 0.21% of LCM Capital Management's portfolio in Q1 2026, its #61 holding.
  • LCM Capital Management first reported a position in Philip Morris in Q1 2021 and has held it in 20 quarters since.
  • LCM Capital Management's Philip Morris position peaked at $459K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.