Taika Capital’s Philip Morris PM Stock Holding History

Taika Capital’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 Q1	–	Sell	-6,186	Closed	-$744K	–	54
2024 Q4	$744K	Buy	+6,186	New	+$780K	0.57%	42
2023 Q4	–	Sell	-39,920	Closed	-$3.7M	–	59
2023 Q3	$3.7M	Sell	39,920 -31,880	-44%	-$3.07M	1.75%	28
2023 Q2	$7.01M	Buy	71,800 +17,700	+33%	+$1.69M	3.68%	5
2023 Q1	$5.26M	Buy	+54,100	New	+$5.39M	2.48%	19

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Taika Capital's PM Position: Q1 2025 in Review

Taika Capital sold out of Philip Morris (PM) in Q1 2025, closing a stake of 6,186 shares — an estimated $744K sold.

Taika Capital first reported a position in PM in Q1 2023 and held it in 4 quarters. The position peaked at $7.01M in Q2 2023. 2,709 funds tracked by Wall St. Rank hold PM as of Q1 2025.

Taika Capital reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
Taika Capital sold 6,186 Philip Morris shares in Q1 2025, an estimated $744K.
Taika Capital first reported a position in Philip Morris in Q1 2023 and held it in 4 quarters.
Taika Capital's Philip Morris position peaked at $7.01M in Q2 2023.
2,709 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on Taika Capital's 13F filing for Q1 2025.