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Safe Harbor Family Capital’s Philip Morris PM Stock Holding History

Safe Harbor Family Capital’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 		$257K Hold
1,421
– – 0.17% 47
2026
Q1 		$235K Sell
1,421
-112
-7% -$19.5K 0.18% 44
2025
Q4 		$246K Buy
+1,533
New +$238K 0.22% 43

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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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Safe Harbor Family Capital's PM Position: Q2 2026 in Review

Safe Harbor Family Capital held its Philip Morris (PM) position steady in Q2 2026 at 1,421 shares worth $257K. The position accounts for 0.17% of the portfolio, ranked #47.

Safe Harbor Family Capital first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,809 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Safe Harbor Family Capital held 1,421 shares of Philip Morris worth $257K as of Q2 2026.
  • Safe Harbor Family Capital left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.17% of Safe Harbor Family Capital's portfolio in Q2 2026, its #47 holding.
  • Safe Harbor Family Capital first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,809 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.