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Spinnaker Investment Group’s Philip Morris PM Stock Holding History

Spinnaker Investment Group’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 		$873K Buy
4,828
+2,628
+119% +$456K 0.14% 63
2026
Q1 		$364K Sell
2,200
-107
-5% -$18.6K 0.07% 96
2025
Q4 		$370K Sell
2,307
-2
-0.1% -$310 0.07% 111
2025
Q3 		$375K Buy
2,309
+245
+12% +$41.2K 0.07% 107
2025
Q2 		$376K Sell
2,064
-75
-4% -$12.9K 0.09% 67
2025
Q1 		$340K Buy
2,139
+141
+7% +$20K 0.08% 77
2024
Q4 		$240K Buy
1,998
+4
+0.2% +$505 0.06% 85
2024
Q3 		$242K Hold
1,994
– – 0.06% 84
2024
Q2 		$202K Buy
+1,994
New +$195K 0.06% 80

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spinnaker Investment Group's PM Position: Q2 2026 in Review

Spinnaker Investment Group increased its Philip Morris (PM) stake by 119% in Q2 2026, buying an estimated $456K and bringing the position to 4,828 shares worth $873K. The position accounts for 0.14% of the portfolio, ranked #63.

Spinnaker Investment Group first reported a position in PM in Q2 2024 and has held it in 9 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Spinnaker Investment Group held 4,828 shares of Philip Morris worth $873K as of Q2 2026.
  • Spinnaker Investment Group bought 2,628 Philip Morris shares in Q2 2026, an estimated $456K.
  • Philip Morris made up 0.14% of Spinnaker Investment Group's portfolio in Q2 2026, its #63 holding.
  • Spinnaker Investment Group first reported a position in Philip Morris in Q2 2024 and has held it in 9 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.