Novare Capital Management’s Philip Morris PM Stock Holding History

Novare 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	$204K	Buy	+1,125	New	+$195K	0.01%	208
2018 Q2	–	Sell	-2,578	Closed	-$256K	–	153
2018 Q1	$256K	Buy	+2,578	New	+$269K	0.04%	139
2017 Q4	–	Sell	-1,919	Closed	-$213K	–	158
2017 Q3	$213K	Buy	1,919 +77	+4%	+$8.96K	0.04%	148
2017 Q2	$216K	Buy	1,842 +5	+0.3%	+$579	0.05%	117
2017 Q1	$207K	Sell	1,837 -450	-20%	-$46.4K	0.05%	117
2016 Q4	$209K	Buy	+2,287	New	+$212K	0.05%	107
2014 Q1	–	Sell	-2,298	Closed	-$200K	–	123
2013 Q4	$200K	Buy	+2,298	New	+$201K	0.06%	120

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

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

Novare Capital Management opened a new position in Philip Morris (PM) in Q2 2026: 1,125 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Novare Capital Management previously reported a position in PM as recently as Q1 2018.

Novare Capital Management first reported a position in PM in Q4 2013 and has held it in 7 quarters since. The position peaked at $256K in Q1 2018. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Novare Capital Management held 1,125 shares of Philip Morris worth $204K as of Q2 2026.
Philip Morris was a new Novare Capital Management position in Q2 2026.
Philip Morris made up 0.01% of Novare Capital Management's portfolio in Q2 2026, its #208 holding.
Novare Capital Management first reported a position in Philip Morris in Q4 2013 and has held it in 7 quarters since.
Novare Capital Management's Philip Morris position peaked at $256K in Q1 2018.
2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.