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Steamboat Capital Partners’s Philip Morris PM Stock Holding History

Steamboat Capital Partners’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
2025
Q4 		– Sell
-44,361
Closed -$7.2M – 65
2025
Q3 		$7.2M Sell
44,361
-2,746
-6% -$462K 1.87% 24
2025
Q2 		$8.58M Sell
47,107
-859
-2% -$148K 2.44% 17
2025
Q1 		$7.61M Buy
47,966
+38,005
+382% +$5.38M 2.3% 17
2024
Q4 		$1.2M Buy
+9,961
New +$1.26M 0.37% 43

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steamboat Capital Partners's PM Position: Q4 2025 in Review

Steamboat Capital Partners sold out of Philip Morris (PM) in Q4 2025, closing a stake of 44,361 shares — an estimated $7.2M sold.

Steamboat Capital Partners first reported a position in PM in Q4 2024 and held it in 4 quarters. The position peaked at $8.58M in Q2 2025. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

  • Steamboat Capital Partners reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
  • Steamboat Capital Partners sold 44,361 Philip Morris shares in Q4 2025, an estimated $7.2M.
  • Steamboat Capital Partners first reported a position in Philip Morris in Q4 2024 and held it in 4 quarters.
  • Steamboat Capital Partners's Philip Morris position peaked at $8.58M in Q2 2025.
  • 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Steamboat Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.