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Private Management Group’s Philip Morris PM Stock Holding History

Private Management Group’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 		$9.7M Buy
53,636
+11
+0% +$1.91K 0.26% 122
2026
Q1 		$8.87M Hold
53,625
– – 0.26% 124
2025
Q4 		$8.6M Hold
53,625
– – 0.25% 116
2025
Q3 		$8.7M Sell
53,625
-534
-1% -$89.8K 0.26% 113
2025
Q2 		$9.86M Buy
+54,159
New +$9.3M 0.32% 103

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 $3.37T AUM 44.26% 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

Private Management Group's PM Position: Q2 2026 in Review

Private Management Group increased its Philip Morris (PM) stake by 0.02% in Q2 2026, buying an estimated $1.91K and bringing the position to 53,636 shares worth $9.7M. The position accounts for 0.26% of the portfolio, ranked #122.

Private Management Group first reported a position in PM in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.86M in Q2 2025. 2,921 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Private Management Group held 53,636 shares of Philip Morris worth $9.7M as of Q2 2026.
  • Private Management Group bought 11 Philip Morris shares in Q2 2026, an estimated $1.91K.
  • Philip Morris made up 0.26% of Private Management Group's portfolio in Q2 2026, its #122 holding.
  • Private Management Group first reported a position in Philip Morris in Q2 2025 and has held it in 5 quarters since.
  • Private Management Group's Philip Morris position peaked at $9.86M in Q2 2025.
  • 2,921 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.