Sagewood Asset Management’s Philip Morris PM Stock Holding History

Sagewood Asset 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	$1.52M	Buy	8,381 +1,160	+16%	+$201K	0.34%	50
2026 Q1	$1.19M	Buy	7,221 +616	+9%	+$107K	0.37%	49
2025 Q4	$1.06M	Buy	+6,605	New	+$1.02M	0.38%	45

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sagewood Asset Management's PM Position: Q2 2026 in Review

Sagewood Asset Management increased its Philip Morris (PM) stake by 16% in Q2 2026, buying an estimated $201K and bringing the position to 8,381 shares worth $1.52M. The position accounts for 0.34% of the portfolio, ranked #50.

Sagewood Asset Management first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Sagewood Asset Management held 8,381 shares of Philip Morris worth $1.52M as of Q2 2026.
Sagewood Asset Management bought 1,160 Philip Morris shares in Q2 2026, an estimated $201K.
Philip Morris made up 0.34% of Sagewood Asset Management's portfolio in Q2 2026, its #50 holding.
Sagewood Asset Management first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.