PSP
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Principal Street Partners’s Philip Morris PM Stock Holding History

Principal Street Partners’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
2026
Q2 		$293K Buy
1,621
+95
+6% +$16.5K 0.04% 195
2026
Q1 		$252K Buy
1,526
+4
+0.3% +$695 0.04% 198
2025
Q4 		$244K Sell
1,522
-711
-32% -$110K 0.04% 196
2025
Q3 		$362K Sell
2,233
-3,952
-64% -$665K 0.06% 167
2025
Q2 		$1.13M Buy
6,185
+4,614
+294% +$792K 0.11% 116
2025
Q1 		$249K Buy
+1,571
New +$223K 0.05% 191

Other funds holding PM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.38T AUM 44.17% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Street Partners's PM Position: Q2 2026 in Review

Principal Street Partners increased its Philip Morris (PM) stake by 6.2% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,621 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #195.

Principal Street Partners first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Principal Street Partners held 1,621 shares of Philip Morris worth $293K as of Q2 2026.
  • Principal Street Partners bought 95 Philip Morris shares in Q2 2026, an estimated $16.5K.
  • Philip Morris made up 0.04% of Principal Street Partners's portfolio in Q2 2026, its #195 holding.
  • Principal Street Partners first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Principal Street Partners's Philip Morris position peaked at $1.13M in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.