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Princeton Capital Management’s Philip Morris PM Stock Holding History

Princeton 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
2025
Q4 		– Sell
-11,262
Closed -$1.83M – 148
2025
Q3 		$1.83M Buy
+11,262
New +$1.89M 0.49% 33
2019
Q4 		– Sell
-275
Closed -$21K – 182
2019
Q3 		$21K Sell
275
-3,075
-92% -$244K 0.01% 188
2019
Q2 		$263K Buy
3,350
+200
+6% +$16.5K 0.13% 77
2019
Q1 		$278K Hold
3,150
– – 0.14% 76
2018
Q4 		$210K Sell
3,150
-341
-10% -$28.5K 0.12% 85
2018
Q3 		$285K Hold
3,491
– – 0.12% 80
2018
Q2 		$282K Sell
3,491
-368
-10% -$31.2K 0.12% 80
2018
Q1 		$384K Buy
3,859
+208
+6% +$21.7K 0.17% 70
2017
Q4 		$386K Buy
+3,651
New +$389K 0.17% 69
2016
Q4 		$310K Sell
3,388
-73
-2% -$6.76K 0.45% 70
2016
Q3 		$336K Buy
3,461
+73
+2% +$7.31K 0.41% 67
2016
Q2 		$345K Buy
3,388
+153
+5% +$15.3K 0.39% 65
2016
Q1 		$317K Hold
3,235
– – 0.36% 66
2015
Q4 		$284K Hold
3,235
– – 0.32% 69
2015
Q3 		$257K Hold
3,235
– – 0.29% 73
2015
Q2 		$259K Hold
3,235
– – 0.26% 77
2015
Q1 		$244K Sell
3,235
-14,183
-81% -$1.15M 0.24% 76
2014
Q4 		$1.42M Sell
17,418
-2,349
-12% -$202K 1.41% 44
2014
Q3 		$1.65M Sell
19,767
-1,117
-5% -$94.5K 1.5% 28
2014
Q2 		$1.76M Buy
20,884
+83
+0.4% +$7.15K 1.49% 28
2014
Q1 		$1.7M Buy
20,801
+1,475
+8% +$119K 1.43% 28
2013
Q4 		$1.68M Buy
19,326
+1,105
+6% +$96.5K 1.4% 36
2013
Q3 		$1.58M Sell
18,221
-493
-3% -$43.1K 1.44% 27
2013
Q2 		$1.62M Buy
+18,714
New +$1.74M 1.53% 15

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Princeton Capital Management's PM Position: Q4 2025 in Review

Princeton Capital Management sold out of Philip Morris (PM) in Q4 2025, closing a stake of 11,262 shares — an estimated $1.83M sold.

Princeton Capital Management first reported a position in PM in Q2 2013 and held it in 24 quarters. The position peaked at $1.83M in Q3 2025. 2,811 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Princeton Capital Management reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Princeton Capital Management sold 11,262 Philip Morris shares in Q4 2025, an estimated $1.83M.
  • Princeton Capital Management first reported a position in Philip Morris in Q2 2013 and held it in 24 quarters.
  • Princeton Capital Management's Philip Morris position peaked at $1.83M in Q3 2025.
  • 2,811 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Princeton Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.