Savoir Faire Capital Management’s Philip Morris PM Stock Holding History

Savoir Faire 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	$9.54M	Sell	52,754 -9,366	-15%	-$1.62M	5.93%	2
2026 Q1	$10.3M	Sell	62,120 -26,328	-30%	-$4.57M	6.2%	1
2025 Q4	$14.2M	Sell	88,448 -7,028	-7%	-$1.09M	6.72%	1
2025 Q3	$15.5M	Buy	95,476 +51,421	+117%	+$8.65M	5.56%	1
2025 Q2	$8.02M	Buy	44,055 +35,994	+447%	+$6.18M	3.88%	9
2025 Q1	$1.28M	Buy	+8,061	New	+$1.14M	1.12%	32

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

Savoir Faire Capital Management's PM Position: Q2 2026 in Review

Savoir Faire Capital Management reduced its Philip Morris (PM) stake by 15% in Q2 2026, selling an estimated $1.62M and leaving 52,754 shares worth $9.54M. The position accounts for 5.93% of the portfolio, ranked #2.

Savoir Faire Capital Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.5M in Q3 2025. 1,399 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Savoir Faire Capital Management held 52,754 shares of Philip Morris worth $9.54M as of Q2 2026.
Savoir Faire Capital Management sold 9,366 Philip Morris shares in Q2 2026, an estimated $1.62M.
Philip Morris made up 5.93% of Savoir Faire Capital Management's portfolio in Q2 2026, its #2 holding.
Savoir Faire Capital Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
Savoir Faire Capital Management's Philip Morris position peaked at $15.5M in Q3 2025.
1,399 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Savoir Faire Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.