Orion Capital Management’s Philip Morris PM Stock Holding History

Orion 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	$473K	Buy	2,613 +6	+0.2%	+$1.04K	0.15%	89
2026 Q1	$431K	Buy	2,607 +6	+0.2%	+$1.04K	0.15%	92
2025 Q4	$417K	Sell	2,601 -20	-0.8%	-$3.1K	0.14%	93
2025 Q3	$425K	Buy	2,621 +5	+0.2%	+$841	0.15%	92
2025 Q2	$476K	Buy	2,616 +6	+0.2%	+$1.03K	0.18%	79
2025 Q1	$414K	Buy	+2,610	New	+$370K	0.17%	84

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

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

Orion Capital Management increased its Philip Morris (PM) stake by 0.23% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,613 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #89.

Orion Capital Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $476K in Q2 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Orion Capital Management held 2,613 shares of Philip Morris worth $473K as of Q2 2026.
Orion Capital Management bought 6 Philip Morris shares in Q2 2026, an estimated $1.04K.
Philip Morris made up 0.15% of Orion Capital Management's portfolio in Q2 2026, its #89 holding.
Orion Capital Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Orion Capital Management's Philip Morris position peaked at $476K in Q2 2025.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.