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Patton Fund Management’s Philip Morris PM Stock Holding History

Patton Fund 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 		– Sell
-1,532
Closed -$253K – 376
2026
Q1 		$253K Hold
1,532
– – 0.04% 264
2025
Q4 		$246K Sell
1,532
-97
-6% -$15K 0.03% 113
2025
Q3 		$264K Sell
1,629
-18,483
-92% -$3.11M 0.05% 210
2025
Q2 		$3.66M Buy
+20,112
New +$3.45M 0.8% 16
2023
Q2 		– Sell
-9,800
Closed -$953K – 98
2023
Q1 		$953K Sell
9,800
-6,687
-41% -$666K 0.27% 68
2022
Q4 		$1.67M Buy
16,487
+649
+4% +$61.2K 0.49% 71
2022
Q3 		$1.31M Sell
15,838
-1,298
-8% -$124K 0.53% 55
2022
Q2 		$1.69M Sell
17,136
-12,214
-42% -$1.25M 0.63% 50
2022
Q1 		$2.76M Buy
+29,350
New +$2.94M 0.75% 55

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Patton Fund Management's PM Position: Q2 2026 in Review

Patton Fund Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 1,532 shares — an estimated $253K sold.

Patton Fund Management first reported a position in PM in Q1 2022 and held it in 9 quarters. The position peaked at $3.66M in Q2 2025. 667 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Patton Fund Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 1,532 Philip Morris shares in Q2 2026, an estimated $253K.
  • Patton Fund Management first reported a position in Philip Morris in Q1 2022 and held it in 9 quarters.
  • Patton Fund Management's Philip Morris position peaked at $3.66M in Q2 2025.
  • 667 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.