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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Sunpointe's PM Position: Q1 2026 in Review

Sunpointe opened a new position in Philip Morris (PM) in Q1 2026: 3,028 shares worth $501K. The stake represents 0.16% of the portfolio and ranks #136 among its holdings. This is a return to the name: Sunpointe previously reported a position in PM as recently as Q3 2025.

Sunpointe first reported a position in PM in Q4 2023 and has held it in 9 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Sunpointe held 3,028 shares of Philip Morris worth $501K as of Q1 2026.
  • Philip Morris was a new Sunpointe position in Q1 2026.
  • Philip Morris made up 0.16% of Sunpointe's portfolio in Q1 2026, its #136 holding.
  • Sunpointe first reported a position in Philip Morris in Q4 2023 and has held it in 9 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.