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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
Q2 		$324K Buy
2,021
+146
+8% +$25.3K 0.1% 76
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

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

Passive Capital Management increased its Philip Morris (PM) stake by 7.8% in Q2 2026, buying an estimated $25.3K and bringing the position to 2,021 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #76.

Passive Capital Management first reported a position in PM in Q2 2024 and has held it in 9 quarters since. The position peaked at $345K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Passive Capital Management held 2,021 shares of Philip Morris worth $324K as of Q2 2026.
  • Passive Capital Management bought 146 Philip Morris shares in Q2 2026, an estimated $25.3K.
  • Philip Morris made up 0.1% of Passive Capital Management's portfolio in Q2 2026, its #76 holding.
  • Passive Capital Management first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • Passive Capital Management's Philip Morris position peaked at $345K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.