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 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 $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

Per Stirling Capital Management's PM Position: Q1 2026 in Review

Per Stirling Capital Management increased its Philip Morris (PM) stake by 1.3% in Q1 2026, buying an estimated $9.9K and bringing the position to 4,314 shares worth $713K. The position accounts for 0.08% of the portfolio, ranked #160.

Per Stirling Capital Management first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $820K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Per Stirling Capital Management held 4,314 shares of Philip Morris worth $713K as of Q1 2026.
Per Stirling Capital Management bought 57 Philip Morris shares in Q1 2026, an estimated $9.9K.
Philip Morris made up 0.08% of Per Stirling Capital Management's portfolio in Q1 2026, its #160 holding.
Per Stirling Capital Management first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
Per Stirling Capital Management's Philip Morris position peaked at $820K in Q2 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.