Mount Capital’s Philip Morris PM Stock Holding History

Mount Capital’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	$4.08M	Hold	22,547	–	–	1.54%	14
2026 Q1	$3.73M	Hold	22,547	–	–	1.5%	15
2025 Q4	$3.62M	Hold	22,547	–	–	1.46%	13
2025 Q3	$3.66M	Hold	22,547	–	–	1.31%	14
2025 Q2	$4.11M	Sell	22,547 -2,453	-10%	-$421K	1.32%	15
2025 Q1	$3.97M	Hold	25,000	–	–	1.28%	16
2024 Q4	$3.01M	Hold	25,000	–	–	1.07%	15
2024 Q3	$3.02M	Hold	25,000	–	–	1.06%	16
2024 Q2	$2.53M	Hold	25,000	–	–	1.02%	16
2024 Q1	$2.29M	Hold	25,000	–	–	0.97%	15
2023 Q4	$2.35M	Hold	25,000	–	–	1.02%	14
2023 Q3	$2.31M	Hold	25,000	–	–	0.99%	14
2023 Q2	$2.44M	Hold	25,000	–	–	0.95%	15
2023 Q1	$2.43M	Hold	25,000	–	–	0.96%	19
2022 Q4	$2.53M	Hold	25,000	–	–	0.98%	18
2022 Q3	$2.08M	Hold	25,000	–	–	0.88%	23
2022 Q2	$2.47M	Hold	25,000	–	–	0.87%	14
2022 Q1	$2.35M	Hold	25,000	–	–	0.68%	29
2021 Q4	$2.38M	Buy	+25,000	New	+$2.34M	0.66%	30

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

Mount Capital's PM Position: Q2 2026 in Review

Mount Capital held its Philip Morris (PM) position steady in Q2 2026 at 22,547 shares worth $4.08M. The position accounts for 1.54% of the portfolio, ranked #14.

Mount Capital first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.11M in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Mount Capital held 22,547 shares of Philip Morris worth $4.08M as of Q2 2026.
Mount Capital left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 1.54% of Mount Capital's portfolio in Q2 2026, its #14 holding.
Mount Capital first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
Mount Capital's Philip Morris position peaked at $4.11M in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mount Capital's 13F filing for Q2 2026, filed 13 Aug 2026.