Spirepoint Private Client’s Philip Morris PM Stock Holding History

Spirepoint Private Client’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	$1.99M	Sell	11,013 -334	-3%	-$57.9K	0.16%	85
2026 Q1	$1.88M	Buy	11,347 +1,149	+11%	+$200K	0.18%	84
2025 Q4	$1.64M	Buy	10,198 +1,934	+23%	+$300K	0.16%	86
2025 Q3	$1.34M	Buy	8,264 +6,603	+398%	+$1.11M	0.14%	102
2025 Q2	$303K	Hold	1,661	–	–	0.03%	194
2025 Q1	$264K	Sell	1,661 -46	-3%	-$6.52K	0.03%	182
2024 Q4	$205K	Buy	+1,707	New	+$215K	0.03%	213

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spirepoint Private Client's PM Position: Q2 2026 in Review

Spirepoint Private Client reduced its Philip Morris (PM) stake by 2.9% in Q2 2026, selling an estimated $57.9K and leaving 11,013 shares worth $1.99M. The position accounts for 0.16% of the portfolio, ranked #85.

Spirepoint Private Client first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Spirepoint Private Client held 11,013 shares of Philip Morris worth $1.99M as of Q2 2026.
Spirepoint Private Client sold 334 Philip Morris shares in Q2 2026, an estimated $57.9K.
Philip Morris made up 0.16% of Spirepoint Private Client's portfolio in Q2 2026, its #85 holding.
Spirepoint Private Client first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.