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Logan Capital Management’s Philip Morris PM Stock Holding History

Logan 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 		– Sell
-33,962
Closed -$5.62M – 636
2026
Q1 		$5.62M Buy
+33,962
New +$5.9M 0.24% 108

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Logan Capital Management opened a new position in Philip Morris (PM) in Q2 2026: 33,050 shares worth $5.98M. The stake represents 0.22% of the portfolio and ranks #110 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in PM as recently as Q4 2025.

Logan Capital Management first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.2M in Q1 2017. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Logan Capital Management held 33,050 shares of Philip Morris worth $5.98M as of Q2 2026.
  • Philip Morris was a new Logan Capital Management position in Q2 2026.
  • Philip Morris made up 0.22% of Logan Capital Management's portfolio in Q2 2026, its #110 holding.
  • Logan Capital Management first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's Philip Morris position peaked at $21.2M in Q1 2017.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.