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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 – 1903
2019
Q4 		$2.13M Hold
25,000
– – 0.08% 207
2019
Q3 		$1.9M Buy
+25,000
New +$1.98M 0.09% 198
2019
Q2 		– Sell
-20,000
Closed -$1.77M – 2049
2019
Q1 		$1.77M Buy
+20,000
New +$1.61M 0.1% 211
2018
Q3 		– Sell
-7,100
Closed -$573K – 1980
2018
Q2 		$573K Buy
+7,100
New +$603K 0.04% 496

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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.