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 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 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

Principal Street Partners's PM Position: Q1 2026 in Review

Principal Street Partners increased its Philip Morris (PM) stake by 0.26% in Q1 2026, buying an estimated $695 and bringing the position to 1,526 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #198.

Principal Street Partners first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Principal Street Partners held 1,526 shares of Philip Morris worth $252K as of Q1 2026.
Principal Street Partners bought 4 Philip Morris shares in Q1 2026, an estimated $695.
Philip Morris made up 0.04% of Principal Street Partners's portfolio in Q1 2026, its #198 holding.
Principal Street Partners first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
Principal Street Partners's Philip Morris position peaked at $1.13M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.