OCG
PM icon

Opus Capital Group’s Philip Morris PM Stock Holding History

Opus Capital Group’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
Q1 		$244K Buy
+1,477
New +$257K 0.03% 117
2018
Q3 		– Sell
-6,352
Closed -$513K – 229
2018
Q2 		$513K Sell
6,352
-6,352
-50% -$539K 0.13% 130
2018
Q1 		$1.26M Sell
12,704
-54
-0.4% -$5.62K 0.32% 96
2017
Q4 		$1.35M Hold
12,758
– – 0.3% 97
2017
Q3 		$1.42M Sell
12,758
-1,000
-7% -$116K 0.32% 91
2017
Q2 		$1.62M Sell
13,758
-1,880
-12% -$218K 0.32% 86
2017
Q1 		$1.77M Buy
15,638
+7,819
+100% +$807K 0.24% 89
2016
Q4 		$715K Sell
7,819
-8,535
-52% -$791K 0.11% 105
2016
Q3 		$1.59M Buy
16,354
+7,977
+95% +$799K 0.33% 79
2016
Q2 		$852K Sell
8,377
-455
-5% -$45.4K 0.19% 106
2016
Q1 		$867K Buy
8,832
+5,053
+134% +$463K 0.19% 113
2015
Q4 		$333K Sell
3,779
-190
-5% -$16.5K 0.06% 205
2015
Q3 		$315K Hold
3,969
– – 0.05% 202
2015
Q2 		$318K Sell
3,969
-2,895
-42% -$238K 0.05% 196
2015
Q1 		$517K Sell
6,864
-2,175
-24% -$177K 0.08% 158
2014
Q4 		$737K Sell
9,039
-1,615
-15% -$139K 0.11% 136
2014
Q3 		$888K Sell
10,654
-10,374
-49% -$877K 0.12% 140
2014
Q2 		$1.77M Sell
21,028
-40
-0.2% -$3.44K 0.12% 99
2014
Q1 		$1.73M Buy
21,068
+470
+2% +$38K 0.12% 93
2013
Q4 		$1.79M Buy
20,598
+2,244
+12% +$196K 0.1% 93
2013
Q3 		$1.59M Buy
18,354
+470
+3% +$41.1K 0.09% 91
2013
Q2 		$1.55M Buy
+17,884
New +$1.66M 0.09% 84

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opus Capital Group's PM Position: Q1 2026 in Review

Opus Capital Group opened a new position in Philip Morris (PM) in Q1 2026: 1,477 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #117 among its holdings. This is a return to the name: Opus Capital Group previously reported a position in PM as recently as Q2 2018.

Opus Capital Group first reported a position in PM in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.79M in Q4 2013. 2,855 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Opus Capital Group held 1,477 shares of Philip Morris worth $244K as of Q1 2026.
  • Philip Morris was a new Opus Capital Group position in Q1 2026.
  • Philip Morris made up 0.03% of Opus Capital Group's portfolio in Q1 2026, its #117 holding.
  • Opus Capital Group first reported a position in Philip Morris in Q2 2013 and has held it in 22 quarters since.
  • Opus Capital Group's Philip Morris position peaked at $1.79M in Q4 2013.
  • 2,855 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.