Prelude Capital Management’s Philip Morris PM Stock Holding History

Prelude 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
2020 Q1	–	Sell	-25,000	Closed	-$2.13M	–	1902
2019 Q4	$2.13M	Hold	25,000	–	–	0.08%	206
2019 Q3	$1.9M	Buy	+25,000	New	+$1.98M	0.09%	197
2019 Q2	–	Sell	-20,000	Closed	-$1.77M	–	2048
2019 Q1	$1.77M	Buy	20,000 +19,000	+1,900%	+$1.53M	0.1%	210
2018 Q4	$67K	Sell	1,000 -20,000	-95%	-$1.67M	﹤0.01%	1045
2018 Q3	$1.71M	Hold	21,000	–	–	0.1%	231
2018 Q2	$1.7M	Buy	+21,000	New	+$1.78M	0.11%	199

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

Prelude Capital Management's PM Position: Q1 2026 in Review

Prelude Capital Management sold out of Philip Morris (PM) in Q1 2026, closing a stake of 2,010 shares — an estimated $322K sold.

Prelude Capital Management first reported a position in PM in Q3 2013 and held it in 29 quarters. The position peaked at $3.15M in Q2 2023. 2,857 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Prelude Capital Management reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
Prelude Capital Management sold 2,010 Philip Morris shares in Q1 2026, an estimated $322K.
Prelude Capital Management first reported a position in Philip Morris in Q3 2013 and held it in 29 quarters.
Prelude Capital Management's Philip Morris position peaked at $3.15M in Q2 2023.
2,857 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.