Lodestar Private Asset Management’s Philip Morris PM Stock Holding History

Lodestar Private 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	$212K	Buy	+1,174	New	+$204K	0.02%	223
2025 Q4	–	Sell	-1,399	Closed	-$227K	–	228
2025 Q3	$227K	Buy	1,399 +49	+4%	+$8.24K	0.02%	214
2025 Q2	$246K	Sell	1,350 -870	-39%	-$149K	0.03%	206
2025 Q1	$352K	Sell	2,220 -173	-7%	-$24.5K	0.04%	162
2024 Q4	$288K	Hold	2,393	–	–	0.04%	182
2024 Q3	$291K	Hold	2,393	–	–	0.04%	181
2024 Q2	$242K	Hold	2,393	–	–	0.03%	191
2024 Q1	$219K	Sell	2,393 -813	-25%	-$75K	0.03%	201
2023 Q4	$302K	Hold	3,206	–	–	0.05%	164
2023 Q3	$297K	Sell	3,206 -155	-5%	-$14.9K	0.05%	154
2023 Q2	$328K	Buy	3,361 +155	+5%	+$14.8K	0.06%	153
2023 Q1	$312K	Hold	3,206	–	–	0.06%	155
2022 Q4	$324K	Buy	+3,206	New	+$303K	0.06%	151

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

Lodestar Private Asset Management's PM Position: Q2 2026 in Review

Lodestar Private Asset Management opened a new position in Philip Morris (PM) in Q2 2026: 1,174 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #223 among its holdings. This is a return to the name: Lodestar Private Asset Management previously reported a position in PM as recently as Q3 2025.

Lodestar Private Asset Management first reported a position in PM in Q4 2022 and has held it in 13 quarters since. The position peaked at $352K in Q1 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Lodestar Private Asset Management held 1,174 shares of Philip Morris worth $212K as of Q2 2026.
Philip Morris was a new Lodestar Private Asset Management position in Q2 2026.
Philip Morris made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #223 holding.
Lodestar Private Asset Management first reported a position in Philip Morris in Q4 2022 and has held it in 13 quarters since.
Lodestar Private Asset Management's Philip Morris position peaked at $352K in Q1 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.