S
PM icon

Sunpointe’s Philip Morris PM Stock Holding History

Sunpointe’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 		$533K Sell
2,944
-84
-3% -$14.6K 0.15% 141
2026
Q1 		$501K Buy
+3,028
New +$526K 0.16% 136
2025
Q4 		– Sell
-2,507
Closed -$407K – 272
2025
Q3 		$407K Sell
2,507
-32
-1% -$5.38K 0.15% 147
2025
Q2 		$466K Sell
2,539
-503
-17% -$86.4K 0.18% 115
2025
Q1 		$487K Sell
3,042
-498
-14% -$70.5K 0.26% 77
2024
Q4 		$431K Sell
3,540
-265
-7% -$33.4K 0.22% 89
2024
Q3 		$467K Sell
3,805
-720
-16% -$83.7K 0.38% 68
2024
Q2 		$464K Sell
4,525
-795
-15% -$77.7K 0.3% 69
2024
Q1 		$494K Buy
5,320
+283
+6% +$26.1K 0.55% 54
2023
Q4 		$480K Buy
+5,037
New +$464K 0.61% 45

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

Sunpointe's PM Position: Q2 2026 in Review

Sunpointe reduced its Philip Morris (PM) stake by 2.8% in Q2 2026, selling an estimated $14.6K and leaving 2,944 shares worth $533K. The position accounts for 0.15% of the portfolio, ranked #141.

Sunpointe first reported a position in PM in Q4 2023 and has held it in 10 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Sunpointe held 2,944 shares of Philip Morris worth $533K as of Q2 2026.
  • Sunpointe sold 84 Philip Morris shares in Q2 2026, an estimated $14.6K.
  • Philip Morris made up 0.15% of Sunpointe's portfolio in Q2 2026, its #141 holding.
  • Sunpointe first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.