PAM
PM icon

Peak Asset Management’s Philip Morris PM Stock Holding History

Peak Asset 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 		$264K Hold
1,461
– – 0.04% 164
2026
Q1 		$242K Hold
1,461
– – 0.04% 140
2025
Q4 		$234K Hold
1,461
– – 0.04% 144
2025
Q3 		$237K Hold
1,461
– – 0.04% 136
2025
Q2 		$266K Hold
1,461
– – 0.05% 128
2025
Q1 		$232K Buy
+1,461
New +$207K 0.04% 134

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 $3.37T 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

Peak Asset Management's PM Position: Q2 2026 in Review

Peak Asset Management held its Philip Morris (PM) position steady in Q2 2026 at 1,461 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #164.

Peak Asset Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $266K in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Peak Asset Management held 1,461 shares of Philip Morris worth $264K as of Q2 2026.
  • Peak Asset Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.04% of Peak Asset Management's portfolio in Q2 2026, its #164 holding.
  • Peak Asset Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Peak Asset Management's Philip Morris position peaked at $266K in Q2 2025.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.