Sapient Capital
PM icon

Sapient Capital’s Philip Morris PM Stock Holding History

Sapient 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
Q3 		$31.8M Buy
166,865
+36,048
+28% +$6.81M 0.43% 30
2026
Q2 		$23.9M Sell
130,817
-4,763
-4% -$826K 0.31% 42
2026
Q1 		$22.6M Sell
135,580
-9,017
-6% -$1.57M 0.34% 40
2025
Q4 		$23.6M Buy
144,597
+863
+0.6% +$134K 0.33% 47
2025
Q3 		$23.4M Buy
143,734
+2,855
+2% +$480K 0.36% 49
2025
Q2 		$25.8M Sell
140,879
-2,144
-1% -$368K 0.46% 46
2025
Q1 		$22.9M Sell
143,023
-3,249
-2% -$460K 0.45% 45
2024
Q4 		$17.8M Buy
146,272
+16,334
+13% +$2.06M 0.34% 58
2024
Q3 		$15.8M Buy
129,938
+78,459
+152% +$9.12M 0.32% 61
2024
Q2 		$5.28M Buy
51,479
+111
+0.2% +$10.9K 0.11% 92
2024
Q1 		$4.77M Sell
51,368
-1,834
-3% -$169K 0.11% 102
2023
Q4 		$5.07M Buy
+53,202
New +$4.9M 0.13% 93

Other funds holding PM

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sapient Capital's PM Position: Q3 2026 in Review

Sapient Capital increased its Philip Morris (PM) stake by 28% in Q3 2026, buying an estimated $6.81M and bringing the position to 166,865 shares worth $31.8M. The position accounts for 0.43% of the portfolio, ranked #30.

Sapient Capital first reported a position in PM in Q4 2023 and has held it in 12 quarters since. 1,726 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Sapient Capital held 166,865 shares of Philip Morris worth $31.8M as of Q3 2026.
  • Sapient Capital bought 36,048 Philip Morris shares in Q3 2026, an estimated $6.81M.
  • Philip Morris made up 0.43% of Sapient Capital's portfolio in Q3 2026, its #30 holding.
  • Sapient Capital first reported a position in Philip Morris in Q4 2023 and has held it in 12 quarters since.
  • 1,726 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.