North Capital
PM icon

North Capital’s Philip Morris PM Stock Holding History

North 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
Q3 		$457K Buy
2,295
+517
+29% +$97.7K 0.33% 45
2026
Q2 		$322K Buy
1,778
+74
+4% +$12.8K 0.24% 68
2026
Q1 		$282K Hold
1,704
– – 0.24% 67
2025
Q4 		$273K Sell
1,704
-1
-0.1% -$155 0.24% 64
2025
Q3 		$277K Buy
1,705
+1
+0.1% +$168 0.21% 61
2025
Q2 		$310K Sell
1,704
-176
-9% -$30.2K 0.27% 51
2025
Q1 		$298K Buy
+1,880
New +$266K 0.28% 50

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

North Capital's PM Position: Q3 2026 in Review

North Capital increased its Philip Morris (PM) stake by 29% in Q3 2026, buying an estimated $97.7K and bringing the position to 2,295 shares worth $457K. The position accounts for 0.33% of the portfolio, ranked #45.

North Capital first reported a position in PM in Q1 2025 and has held it in 7 quarters since. 1,264 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • North Capital held 2,295 shares of Philip Morris worth $457K as of Q3 2026.
  • North Capital bought 517 Philip Morris shares in Q3 2026, an estimated $97.7K.
  • Philip Morris made up 0.33% of North Capital's portfolio in Q3 2026, its #45 holding.
  • North Capital first reported a position in Philip Morris in Q1 2025 and has held it in 7 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.