R.M. Sincerbeaux Capital Management’s Philip Morris PM Stock Holding History

R.M. Sincerbeaux 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
2026 Q2	$1.78M	Hold	9,816	–	–	0.94%	25
2026 Q1	$1.62M	Hold	9,816	–	–	0.95%	26
2025 Q4	$1.57M	Hold	9,816	–	–	0.88%	26
2025 Q3	$1.59M	Hold	9,816	–	–	0.86%	26
2025 Q2	$1.79M	Buy	9,816 +633	+7%	+$109K	1.01%	23
2025 Q1	$1.46M	Sell	9,183 -200	-2%	-$28.3K	0.86%	26
2024 Q4	$1.13M	Sell	9,383 -67	-0.7%	-$8.45K	0.68%	29
2024 Q3	$1.15M	Hold	9,450	–	–	0.71%	27
2024 Q2	$958K	Sell	9,450 -1,900	-17%	-$186K	0.63%	28
2024 Q1	$1.04M	Hold	11,350	–	–	0.66%	29
2023 Q4	$1.07M	Hold	11,350	–	–	0.76%	26
2023 Q3	$1.05M	Sell	11,350 -4,000	-26%	-$385K	0.8%	26
2023 Q2	$1.5M	Hold	15,350	–	–	1.02%	25
2023 Q1	$1.49M	Hold	15,350	–	–	1.04%	24
2022 Q4	$1.55M	Hold	15,350	–	–	1.1%	24
2022 Q3	$1.27M	Hold	15,350	–	–	1%	25
2022 Q2	$1.52M	Hold	15,350	–	–	1.11%	24
2022 Q1	$1.44M	Hold	15,350	–	–	0.91%	27
2021 Q4	$1.46M	Hold	15,350	–	–	0.87%	27
2021 Q3	$1.46M	Hold	15,350	–	–	0.95%	26
2021 Q2	$1.52M	Hold	15,350	–	–	0.96%	26
2021 Q1	$1.36M	Hold	15,350	–	–	0.93%	28
2020 Q4	$1.27M	Hold	15,350	–	–	0.92%	27
2020 Q3	$1.15M	Hold	15,350	–	–	0.98%	25
2020 Q2	$1.07M	Hold	15,350	–	–	0.96%	26
2020 Q1	$1.12M	Hold	15,350	–	–	1.11%	26
2019 Q4	$1.31M	Sell	15,350 -1,958	-11%	-$161K	1.01%	29
2019 Q3	$1.31M	Buy	17,308 +1,958	+13%	+$155K	1.04%	28
2019 Q2	$1.21M	Sell	15,350 -1,958	-11%	-$162K	0.98%	29
2019 Q1	$1.53M	Hold	17,308	–	–	1.23%	26
2018 Q4	$1.16M	Hold	17,308	–	–	1.07%	28
2018 Q3	$1.41M	Buy	17,308 +6,000	+53%	+$493K	1.14%	28
2018 Q2	$913K	Buy	11,308 +1,358	+14%	+$115K	0.8%	30
2018 Q1	$989K	Hold	9,950	–	–	0.93%	28
2017 Q4	$1.05M	Hold	9,950	–	–	0.96%	28
2017 Q3	$1.1M	Sell	9,950 -2,200	-18%	-$256K	1.07%	28
2017 Q2	$1.43M	Hold	12,150	–	–	1.29%	25
2017 Q1	$1.37M	Hold	12,150	–	–	1.27%	26
2016 Q4	$1.11M	Hold	12,150	–	–	1.05%	30
2016 Q3	$1.18M	Hold	12,150	–	–	1.15%	27
2016 Q2	$1.24M	Hold	12,150	–	–	1.27%	26
2016 Q1	$1.19M	Hold	12,150	–	–	1.25%	27
2015 Q4	$1.07M	Hold	12,150	–	–	1.16%	30
2015 Q3	$964K	Hold	12,150	–	–	1.02%	31
2015 Q2	$974K	Hold	12,150	–	–	0.95%	31
2015 Q1	$915K	Sell	12,150 -200	-2%	-$16.2K	0.83%	33
2014 Q4	$1.01M	Hold	12,350	–	–	0.92%	32
2014 Q3	$1.03M	Hold	12,350	–	–	0.94%	35
2014 Q2	$1.04M	Hold	12,350	–	–	0.98%	35
2014 Q1	$1.01M	Hold	12,350	–	–	1%	34
2013 Q4	$1.08M	Buy	+12,350	New	+$1.08M	1.06%	33

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

R.M. Sincerbeaux Capital Management's PM Position: Q2 2026 in Review

R.M. Sincerbeaux Capital Management held its Philip Morris (PM) position steady in Q2 2026 at 9,816 shares worth $1.78M. The position accounts for 0.94% of the portfolio, ranked #25.

R.M. Sincerbeaux Capital Management first reported a position in PM in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.79M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold PM as of Q2 2026.

R.M. Sincerbeaux Capital Management held 9,816 shares of Philip Morris worth $1.78M as of Q2 2026.
R.M. Sincerbeaux Capital Management left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.94% of R.M. Sincerbeaux Capital Management's portfolio in Q2 2026, its #25 holding.
R.M. Sincerbeaux Capital Management first reported a position in Philip Morris in Q4 2013 and has held it in 51 quarters since.
R.M. Sincerbeaux Capital Management's Philip Morris position peaked at $1.79M in Q2 2025.
1,299 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.