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 $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

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. 2,937 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.
2,937 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.