Lee Johnson Capital Management’s Philip Morris PM Stock Holding History

Lee Johnson 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	$482K	Hold	2,664	–	–	0.15%	59
2026 Q1	$440K	Hold	2,664	–	–	0.16%	68
2025 Q4	$427K	Sell	2,664 -329	-11%	-$51K	0.15%	76
2025 Q3	$485K	Sell	2,993 -7	-0.2%	-$1.18K	0.16%	78
2025 Q2	$546K	Buy	3,000 +24	+0.8%	+$4.12K	0.19%	58
2025 Q1	$472K	Hold	2,976	–	–	0.25%	32
2024 Q4	$358K	Buy	2,976 +328	+12%	+$41.4K	0.19%	26
2024 Q3	$321K	Hold	2,648	–	–	0.17%	32
2024 Q2	$268K	Hold	2,648	–	–	0.14%	16
2024 Q1	$243K	Hold	2,648	–	–	0.13%	21
2023 Q4	$249K	Hold	2,648	–	–	0.38%	10
2023 Q3	$245K	Hold	2,648	–	–	0.23%	13
2023 Q2	$259K	Hold	2,648	–	–	0.24%	10
2023 Q1	$258K	Hold	2,648	–	–	0.27%	15
2022 Q4	$268K	Hold	2,648	–	–	0.5%	23
2022 Q3	$220K	Hold	2,648	–	–	0.45%	25
2022 Q2	$261K	Hold	2,648	–	–	0.31%	36
2022 Q1	$249K	Hold	2,648	–	–	0.22%	51
2021 Q4	$252K	Buy	+2,648	New	+$248K	0.21%	68

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

Lee Johnson Capital Management's PM Position: Q2 2026 in Review

Lee Johnson Capital Management held its Philip Morris (PM) position steady in Q2 2026 at 2,664 shares worth $482K. The position accounts for 0.15% of the portfolio, ranked #59.

Lee Johnson Capital Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $546K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Lee Johnson Capital Management held 2,664 shares of Philip Morris worth $482K as of Q2 2026.
Lee Johnson Capital Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.15% of Lee Johnson Capital Management's portfolio in Q2 2026, its #59 holding.
Lee Johnson Capital Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
Lee Johnson Capital Management's Philip Morris position peaked at $546K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.