Prelude Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $465K | Buy |
+2,569
| New | +$446K | 0.03% | 558 |
|
|
2026
Q1 | – | Sell |
-2,010
| Closed | -$322K | – | 1510 |
|
|
2025
Q4 | $322K | Buy |
2,010
+214
| +12% | +$33.2K | 0.02% | 754 |
|
|
2025
Q3 | $291K | Buy |
1,796
+33
| +2% | +$5.55K | 0.02% | 744 |
|
|
2025
Q2 | $321K | Buy |
+1,763
| New | +$303K | 0.03% | 591 |
|
|
2025
Q1 | – | Sell |
-3,306
| Closed | -$398K | – | 1453 |
|
|
2024
Q4 | $398K | Buy |
+3,306
| New | +$417K | 0.02% | 675 |
|
|
2024
Q3 | – | Sell |
-9,044
| Closed | -$916K | – | 1492 |
|
|
2024
Q2 | $916K | Buy |
+9,044
| New | +$884K | 0.06% | 336 |
|
|
2023
Q4 | – | Sell |
-15,901
| Closed | -$1.47M | – | 1286 |
|
|
2023
Q3 | $1.47M | Sell |
15,901
-16,412
| -51% | -$1.58M | 0.1% | 239 |
|
|
2023
Q2 | $3.15M | Buy |
32,313
+7,955
| +33% | +$760K | 0.21% | 104 |
|
|
2023
Q1 | $2.37M | Buy |
+24,358
| New | +$2.43M | 0.14% | 176 |
|
|
2022
Q4 | – | Sell |
-28,742
| Closed | -$2.39M | – | 1546 |
|
|
2022
Q3 | $2.39M | Buy |
+28,742
| New | +$2.74M | 0.09% | 190 |
|
|
2021
Q2 | – | Sell |
-8,403
| Closed | -$714K | – | 1883 |
|
|
2021
Q1 | $714K | Sell |
8,403
-1,926
| -19% | -$164K | 0.02% | 740 |
|
|
2020
Q4 | $855K | Buy |
+10,329
| New | +$804K | 0.02% | 525 |
|
|
2020
Q3 | – | Sell |
-1,543
| Closed | -$108K | – | 2235 |
|
|
2020
Q2 | $108K | Buy |
+1,543
| New | +$113K | 0.01% | 928 |
|
|
2019
Q4 | – | Sell |
-765
| Closed | -$63K | – | 2176 |
|
|
2019
Q3 | $58K | Buy |
765
+331
| +76% | +$26.2K | ﹤0.01% | 1124 |
|
|
2019
Q2 | $34K | Buy |
+434
| New | +$35.9K | ﹤0.01% | 1204 |
|
|
2017
Q4 | – | Sell |
-1,188
| Closed | -$132K | – | 1629 |
|
|
2017
Q3 | $132K | Buy |
+1,188
| New | +$138K | 0.01% | 787 |
|
|
2017
Q2 | – | Sell |
-11,272
| Closed | -$1.27M | – | 1795 |
|
|
2017
Q1 | $1.27M | Sell |
11,272
-5,521
| -33% | -$570K | 0.12% | 197 |
|
|
2016
Q4 | $1.54M | Buy |
16,793
+7,040
| +72% | +$652K | 0.19% | 142 |
|
|
2016
Q3 | $948K | Sell |
9,753
-7,832
| -45% | -$785K | 0.1% | 222 |
|
|
2016
Q2 | $1.79M | Sell |
17,585
-6,407
| -27% | -$639K | 0.25% | 106 |
|
|
2016
Q1 | $2.35M | Sell |
23,992
-4,661
| -16% | -$427K | 0.33% | 66 |
|
|
2015
Q4 | $2.52M | Buy |
28,653
+3,690
| +15% | +$320K | 0.39% | 52 |
|
|
2015
Q3 | $1.98M | Buy |
+24,963
| New | +$2.05M | 0.29% | 71 |
|
|
2015
Q2 | – | Sell |
-34,227
| Closed | -$2.58M | – | 1972 |
|
|
2015
Q1 | $2.58M | Buy |
34,227
+33,387
| +3,975% | +$2.71M | 0.36% | 57 |
|
|
2014
Q4 | $68K | Sell |
840
-100
| -11% | -$8.59K | 0.01% | 1156 |
|
|
2014
Q3 | $78K | Buy |
940
+500
| +114% | +$42.3K | 0.01% | 1208 |
|
|
2014
Q2 | $37K | Sell |
440
-400
| -48% | -$34.4K | ﹤0.01% | 1542 |
|
|
2014
Q1 | $69K | Sell |
840
-90
| -10% | -$7.27K | 0.01% | 1171 |
|
|
2013
Q4 | $81K | Sell |
930
-10,070
| -92% | -$879K | 0.01% | 941 |
|
|
2013
Q3 | $952K | Buy |
+11,000
| New | +$962K | 0.15% | 143 |
|
Other funds holding PM
Prelude Capital Management's PM Position: Q2 2026 in Review
Prelude Capital Management opened a new position in Philip Morris (PM) in Q2 2026: 2,569 shares worth $465K. The stake represents 0.03% of the portfolio and ranks #558 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in PM as recently as Q4 2025.
Prelude Capital Management first reported a position in PM in Q3 2013 and has held it in 30 quarters since. The position peaked at $3.15M in Q2 2023. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Prelude Capital Management held 2,569 shares of Philip Morris worth $465K as of Q2 2026.
- Philip Morris was a new Prelude Capital Management position in Q2 2026.
- Philip Morris made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #558 holding.
- Prelude Capital Management first reported a position in Philip Morris in Q3 2013 and has held it in 30 quarters since.
- Prelude Capital Management's Philip Morris position peaked at $3.15M in Q2 2023.
- 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.