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Triavera Capital’s Philip Morris PM Stock Holding History

Triavera 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
2026
Q2 		$9.04M Hold
49,986
– – 4.92% 10
2026
Q1 		$8.26M Hold
49,986
– – 4.94% 12
2025
Q4 		$8.02M Sell
49,986
-15,808
-24% -$2.45M 3.83% 15
2025
Q3 		$10.7M Hold
65,794
– – 5.19% 11
2025
Q2 		$12M Sell
65,794
-12,283
-16% -$2.11M 6.31% 7
2025
Q1 		$12.4M Buy
78,077
+3,888
+5% +$551K 7.1% 2
2024
Q4 		$8.93M Buy
+74,189
New +$9.36M 4.86% 11

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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

Triavera Capital's PM Position: Q2 2026 in Review

Triavera Capital held its Philip Morris (PM) position steady in Q2 2026 at 49,986 shares worth $9.04M. The position accounts for 4.92% of the portfolio, ranked #10.

Triavera Capital first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.4M in Q1 2025. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Triavera Capital held 49,986 shares of Philip Morris worth $9.04M as of Q2 2026.
  • Triavera Capital left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 4.92% of Triavera Capital's portfolio in Q2 2026, its #10 holding.
  • Triavera Capital first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Triavera Capital's Philip Morris position peaked at $12.4M in Q1 2025.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Triavera Capital's 13F filing for Q2 2026, filed 13 Aug 2026.