SCS Capital Management’s Philip Morris PM Stock Holding History

SCS 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 Q1	$859K	Buy	5,189 +641	+14%	+$111K	0.01%	295
2025 Q4	$730K	Sell	4,548 -2,012	-31%	-$312K	0.01%	317
2025 Q3	$1.06M	Buy	6,560 +632	+11%	+$106K	0.01%	278
2025 Q2	$1.08M	Buy	5,928 +754	+15%	+$129K	0.01%	285
2025 Q1	$822K	Buy	+5,174	New	+$733K	0.01%	281

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCS Capital Management's PM Position: Q1 2026 in Review

SCS Capital Management increased its Philip Morris (PM) stake by 14% in Q1 2026, buying an estimated $111K and bringing the position to 5,189 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #295.

SCS Capital Management first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

SCS Capital Management held 5,189 shares of Philip Morris worth $859K as of Q1 2026.
SCS Capital Management bought 641 Philip Morris shares in Q1 2026, an estimated $111K.
Philip Morris made up 0.01% of SCS Capital Management's portfolio in Q1 2026, its #295 holding.
SCS Capital Management first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
SCS Capital Management's Philip Morris position peaked at $1.08M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.