Pallas Capital Advisors’s Philip Morris PM Stock Holding History

Pallas Capital Advisors’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	$2.36M	Buy	13,019 +323	+3%	+$56K	0.07%	193
2026 Q1	$2.1M	Sell	12,696 -249	-2%	-$43.3K	0.08%	188
2025 Q4	$2.08M	Sell	12,945 -5,112	-28%	-$792K	0.07%	209
2025 Q3	$2.93M	Sell	18,057 -4,394	-20%	-$739K	0.11%	151
2025 Q2	$4.09M	Buy	22,451 +5,282	+31%	+$907K	0.16%	108
2025 Q1	$2.73M	Buy	17,169 +11,932	+228%	+$1.69M	0.11%	151
2024 Q4	$630K	Buy	5,237 +3,015	+136%	+$380K	0.03%	322
2024 Q3	$295K	Sell	2,222 -279	-11%	-$32.4K	0.01%	473
2024 Q2	$269K	Buy	+2,501	New	+$245K	0.01%	427

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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's PM Position: Q2 2026 in Review

Pallas Capital Advisors increased its Philip Morris (PM) stake by 2.5% in Q2 2026, buying an estimated $56K and bringing the position to 13,019 shares worth $2.36M. The position accounts for 0.07% of the portfolio, ranked #193.

Pallas Capital Advisors first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.09M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Pallas Capital Advisors held 13,019 shares of Philip Morris worth $2.36M as of Q2 2026.
Pallas Capital Advisors bought 323 Philip Morris shares in Q2 2026, an estimated $56K.
Philip Morris made up 0.07% of Pallas Capital Advisors's portfolio in Q2 2026, its #193 holding.
Pallas Capital Advisors first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
Pallas Capital Advisors's Philip Morris position peaked at $4.09M in Q2 2025.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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