Triumph Capital Management
PM icon

Triumph Capital Management’s Philip Morris PM Stock Holding History

Triumph Capital Management’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
Q3 		$237K Buy
1,243
+31
+3% +$5.86K 0.04% 345
2026
Q2 		$219K Buy
1,212
+51
+4% +$8.84K 0.04% 342
2026
Q1 		$194K Buy
1,161
+74
+7% +$12.9K 0.04% 339
2025
Q4 		$174K Buy
+1,087
New +$168K 0.04% 328
2024
Q3 		– Sell
-6,049
Closed -$621K – 297
2024
Q2 		$621K Buy
6,049
+123
+2% +$12K 0.24% 98
2024
Q1 		$542K Buy
+5,926
New +$546K 0.22% 109
2022
Q3 		– Sell
-2,257
Closed -$223K – 224
2022
Q2 		$223K Sell
2,257
-203
-8% -$20.7K 0.12% 173
2022
Q1 		$231K Buy
+2,460
New +$246K 0.1% 190

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Triumph Capital Management's PM Position: Q3 2026 in Review

Triumph Capital Management increased its Philip Morris (PM) stake by 2.6% in Q3 2026, buying an estimated $5.86K and bringing the position to 1,243 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #345.

Triumph Capital Management first reported a position in PM in Q1 2022 and has held it in 8 quarters since. The position peaked at $621K in Q2 2024. 2,668 funds tracked by Wall St. Rank hold PM as of Q3 2026.

  • Triumph Capital Management held 1,243 shares of Philip Morris worth $237K as of Q3 2026.
  • Triumph Capital Management bought 31 Philip Morris shares in Q3 2026, an estimated $5.86K.
  • Philip Morris made up 0.04% of Triumph Capital Management's portfolio in Q3 2026, its #345 holding.
  • Triumph Capital Management first reported a position in Philip Morris in Q1 2022 and has held it in 8 quarters since.
  • Triumph Capital Management's Philip Morris position peaked at $621K in Q2 2024.
  • 2,668 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.