SMH
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Sanders Morris Harris’s Philip Morris PM Stock Holding History

Sanders Morris Harris’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 		$6.57M Sell
36,300
-14,563
-29% -$2.53M 3.81% 8
2026
Q1 		$8.41M Buy
+50,863
New +$8.84M 1.33% 15
2025
Q4 		– Sell
-15,863
Closed -$2.57M – 234
2025
Q3 		$2.57M Buy
15,863
+14,328
+933% +$2.41M 0.34% 44
2025
Q2 		$280K Sell
1,535
-14,578
-90% -$2.5M 0.07% 108
2025
Q1 		$2.55M Hold
16,113
– – 0.39% 46
2024
Q4 		$1.94M Hold
16,113
– – 0.29% 55
2024
Q3 		$1.96M Sell
16,113
-500
-3% -$58.1K 0.32% 48
2024
Q2 		$1.68M Hold
16,613
– – 0.28% 56
2024
Q1 		$1.52M Buy
16,613
+2,050
+14% +$189K 0.28% 54
2023
Q4 		$1.4M Sell
14,563
-2,350
-14% -$217K 0.69% 41
2023
Q3 		$1.55M Sell
16,913
-83
-0.5% -$7.99K 0.32% 48
2023
Q2 		$1.67M Buy
+16,996
New +$1.62M 0.37% 35
2023
Q1 		– Sell
-16,279
Closed -$1.65M – 224
2022
Q4 		$1.65M Sell
16,279
-584
-3% -$55.1K 0.62% 26
2022
Q3 		$1.43M Sell
16,863
-600
-3% -$57.2K 0.35% 43
2022
Q2 		$1.74M Hold
17,463
– – 0.38% 46
2022
Q1 		$1.64M Hold
17,463
– – 0.32% 51
2021
Q4 		$1.67M Hold
17,463
– – 0.29% 56
2021
Q3 		$1.68M Hold
17,463
– – 0.31% 57
2021
Q2 		$1.72M Sell
17,463
-35,000
-67% -$3.36M 0.33% 61
2021
Q1 		$4.65M Hold
52,463
– – 0.98% 21
2020
Q4 		$4.32M Sell
52,463
-100
-0.2% -$7.79K 0.98% 21
2020
Q3 		$4M Buy
+52,563
New +$4.06M 1.09% 18
2020
Q2 		– Sell
-77,756
Closed -$3.41M – 180
2020
Q1 		$3.41M Buy
77,756
+35,034
+82% +$2.88M 3.34% 5
2019
Q4 		$3.65M Hold
42,722
– – 0.83% 26
2019
Q3 		$3.28M Hold
42,722
– – 0.79% 24
2019
Q2 		$3.33M Buy
42,722
+39,372
+1,175% +$3.25M 0.87% 24
2019
Q1 		$296K Sell
3,350
-24
-0.7% -$1.93K 0.14% 90
2018
Q4 		$225K Sell
3,374
-1,276
-27% -$107K 0.12% 94
2018
Q3 		$379K Hold
4,650
– – 0.18% 81
2018
Q2 		$375K Hold
4,650
– – 0.17% 83
2018
Q1 		$462K Buy
4,650
+300
+7% +$31.2K 0.19% 77
2017
Q4 		$460K Sell
4,350
-1,275
-23% -$136K 0.19% 70
2017
Q3 		$624K Sell
5,625
-200
-3% -$23.3K 0.27% 66
2017
Q2 		$684K Sell
5,825
-80
-1% -$9.27K 0.28% 51
2017
Q1 		$667K Hold
5,905
– – 0.24% 68
2016
Q4 		$540K Hold
5,905
– – 0.25% 56
2016
Q3 		$574K Buy
5,905
+775
+15% +$77.6K 0.17% 79
2016
Q2 		$522K Sell
5,130
-351
-6% -$35K 0.12% 140
2016
Q1 		$538K Buy
+5,481
New +$503K 0.09% 179

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sanders Morris Harris's PM Position: Q2 2026 in Review

Sanders Morris Harris reduced its Philip Morris (PM) stake by 29% in Q2 2026, selling an estimated $2.53M and leaving 36,300 shares worth $6.57M. The position accounts for 3.81% of the portfolio, ranked #8.

Sanders Morris Harris first reported a position in PM in Q1 2016 and has held it in 39 quarters since. The position peaked at $8.41M in Q1 2026. 508 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sanders Morris Harris held 36,300 shares of Philip Morris worth $6.57M as of Q2 2026.
  • Sanders Morris Harris sold 14,563 Philip Morris shares in Q2 2026, an estimated $2.53M.
  • Philip Morris made up 3.81% of Sanders Morris Harris's portfolio in Q2 2026, its #8 holding.
  • Sanders Morris Harris first reported a position in Philip Morris in Q1 2016 and has held it in 39 quarters since.
  • Sanders Morris Harris's Philip Morris position peaked at $8.41M in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.