MCM
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Morton Capital Management’s Philip Morris PM Stock Holding History

Morton 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 		$380K Buy
2,098
+31
+1% +$5.38K 0.05% 97
2026
Q1 		$342K Buy
2,067
+186
+10% +$32.3K 0.05% 88
2025
Q4 		$302K Buy
1,881
+7
+0.4% +$1.08K 0.05% 97
2025
Q3 		$304K Buy
1,874
+5
+0.3% +$841 0.05% 93
2025
Q2 		$340K Buy
1,869
+7
+0.4% +$1.2K 0.06% 86
2025
Q1 		$296K Buy
1,862
+100
+6% +$14.2K 0.06% 88
2024
Q4 		$212K Buy
1,762
+8
+0.5% +$1.01K 0.04% 108
2024
Q3 		$213K Buy
+1,754
New +$204K 0.04% 104

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

Morton Capital Management increased its Philip Morris (PM) stake by 1.5% in Q2 2026, buying an estimated $5.38K and bringing the position to 2,098 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #97.

Morton Capital Management first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Morton Capital Management held 2,098 shares of Philip Morris worth $380K as of Q2 2026.
  • Morton Capital Management bought 31 Philip Morris shares in Q2 2026, an estimated $5.38K.
  • Philip Morris made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #97 holding.
  • Morton Capital Management first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.