Monument Capital Management’s Philip Morris PM Stock Holding History

Monument 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	$1.26M	Buy	6,984 +489	+8%	+$84.8K	0.25%	100
2026 Q1	$1.07M	Sell	6,495 -7	-0.1%	-$1.22K	0.27%	96
2025 Q4	$1.04M	Sell	6,502 -5,416	-45%	-$839K	0.26%	96
2025 Q3	$1.93M	Sell	11,918 -604	-5%	-$102K	0.48%	76
2025 Q2	$2.28M	Buy	12,522 +5,087	+68%	+$874K	0.59%	71
2025 Q1	$1.18M	Buy	7,435 +1,016	+16%	+$144K	0.36%	77
2024 Q4	$773K	Buy	6,419 +3,257	+103%	+$411K	0.21%	91
2024 Q3	$384K	Buy	+3,162	New	+$367K	0.11%	128
2024 Q1	–	Sell	-2,199	Closed	-$207K	–	196
2023 Q4	$207K	Sell	2,199 -94	-4%	-$8.66K	0.07%	175
2023 Q3	$212K	Buy	+2,293	New	+$221K	0.07%	158
2023 Q1	–	Sell	-2,632	Closed	-$266K	–	170
2022 Q4	$266K	Buy	+2,632	New	+$248K	0.09%	132
2022 Q2	–	Sell	-2,295	Closed	-$216K	–	153
2022 Q1	$216K	Buy	+2,295	New	+$230K	0.07%	132
2021 Q4	–	Sell	-2,453	Closed	-$233K	–	155
2021 Q3	$233K	Buy	+2,453	New	+$247K	0.08%	135
2018 Q4	–	Sell	-22	Closed	-$2K	–	261
2018 Q3	$2K	Buy	+22	New	+$1.81K	﹤0.01%	248

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

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

Monument Capital Management increased its Philip Morris (PM) stake by 7.5% in Q2 2026, buying an estimated $84.8K and bringing the position to 6,984 shares worth $1.26M. The position accounts for 0.25% of the portfolio, ranked #100.

Monument Capital Management first reported a position in PM in Q3 2018 and has held it in 14 quarters since. The position peaked at $2.28M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Monument Capital Management held 6,984 shares of Philip Morris worth $1.26M as of Q2 2026.
Monument Capital Management bought 489 Philip Morris shares in Q2 2026, an estimated $84.8K.
Philip Morris made up 0.25% of Monument Capital Management's portfolio in Q2 2026, its #100 holding.
Monument Capital Management first reported a position in Philip Morris in Q3 2018 and has held it in 14 quarters since.
Monument Capital Management's Philip Morris position peaked at $2.28M in Q2 2025.
1,391 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.