Per Stirling Capital Management’s Philip Morris PM Stock Holding History

Per Stirling 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	$785K	Buy	4,340 +26	+0.6%	+$4.51K	0.07%	172
2026 Q1	$713K	Buy	4,314 +57	+1%	+$9.9K	0.08%	160
2025 Q4	$683K	Sell	4,257 -4	-0.1%	-$620	0.08%	152
2025 Q3	$691K	Sell	4,261 -244	-5%	-$41.1K	0.08%	145
2025 Q2	$820K	Hold	4,505	–	–	0.11%	125
2025 Q1	$715K	Hold	4,505	–	–	0.1%	135
2024 Q4	$542K	Sell	4,505 -479	-10%	-$60.4K	0.08%	151
2024 Q3	$605K	Buy	4,984 +479	+11%	+$55.7K	0.08%	157
2024 Q2	$456K	Hold	4,505	–	–	0.07%	166
2024 Q1	$413K	Hold	4,505	–	–	0.07%	163
2023 Q4	$424K	Sell	4,505 -485	-10%	-$44.7K	0.08%	145
2023 Q3	$462K	Sell	4,990 -87	-2%	-$8.37K	0.1%	129
2023 Q2	$496K	Buy	5,077 +87	+2%	+$8.31K	0.1%	122
2023 Q1	$485K	Hold	4,990	–	–	0.1%	114
2022 Q4	$505K	Buy	+4,990	New	+$471K	0.09%	123

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

Per Stirling Capital Management's PM Position: Q2 2026 in Review

Per Stirling Capital Management increased its Philip Morris (PM) stake by 0.6% in Q2 2026, buying an estimated $4.51K and bringing the position to 4,340 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #172.

Per Stirling Capital Management first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $820K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Per Stirling Capital Management held 4,340 shares of Philip Morris worth $785K as of Q2 2026.
Per Stirling Capital Management bought 26 Philip Morris shares in Q2 2026, an estimated $4.51K.
Philip Morris made up 0.07% of Per Stirling Capital Management's portfolio in Q2 2026, its #172 holding.
Per Stirling Capital Management first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
Per Stirling Capital Management's Philip Morris position peaked at $820K in Q2 2025.
2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.