Passive Capital Management’s Philip Morris PM Stock Holding History

Passive 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 Q1	$310K	Sell	1,875 -146	-7%	-$25.4K	0.09%	82
2025 Q4	$324K	Sell	2,021 -8	-0.4%	-$1.24K	0.1%	76
2025 Q3	$329K	Buy	2,029 +88	+5%	+$14.8K	0.11%	72
2025 Q2	$345K	Hold	1,941	–	–	0.11%	67
2025 Q1	$308K	Sell	1,941 -146	-7%	-$20.7K	0.1%	71
2024 Q4	$251K	Hold	2,087	–	–	0.09%	59
2024 Q3	$253K	Hold	2,087	–	–	0.09%	57
2024 Q2	$211K	Buy	+2,087	New	+$204K	0.08%	62

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Passive Capital Management's PM Position: Q1 2026 in Review

Passive Capital Management reduced its Philip Morris (PM) stake by 7.2% in Q1 2026, selling an estimated $25.4K and leaving 1,875 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #82.

Passive Capital Management first reported a position in PM in Q2 2024 and has held it in 8 quarters since. The position peaked at $345K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Passive Capital Management held 1,875 shares of Philip Morris worth $310K as of Q1 2026.
Passive Capital Management sold 146 Philip Morris shares in Q1 2026, an estimated $25.4K.
Philip Morris made up 0.09% of Passive Capital Management's portfolio in Q1 2026, its #82 holding.
Passive Capital Management first reported a position in Philip Morris in Q2 2024 and has held it in 8 quarters since.
Passive Capital Management's Philip Morris position peaked at $345K in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.