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Osbon Capital Management’s Philip Morris PM Stock Holding History

Osbon 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 		$542 Sell
3
-145
-98% -$25.1K ﹤0.01% 409
2026
Q1 		$24.5K Hold
148
– – 0.02% 215
2025
Q4 		$23.7K Buy
+148
New +$22.9K 0.02% 173

Other funds holding PM

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Osbon Capital Management reduced its Philip Morris (PM) stake by 98% in Q2 2026, selling an estimated $25.1K and leaving 3 shares worth $542. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Osbon Capital Management first reported a position in PM in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.5K in Q1 2026. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Osbon Capital Management held 3 shares of Philip Morris worth $542 as of Q2 2026.
  • Osbon Capital Management sold 145 Philip Morris shares in Q2 2026, an estimated $25.1K.
  • Philip Morris made up ﹤0.01% of Osbon Capital Management's portfolio in Q2 2026, its #409 holding.
  • Osbon Capital Management first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's Philip Morris position peaked at $24.5K in Q1 2026.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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