TwinBeech Capital’s Philip Morris PM Stock Holding History

TwinBeech 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 Q4	–	Sell	-98,399	Closed	-$16M	–	799
2025 Q3	$16M	Buy	+98,399	New	+$16.6M	0.63%	54
2025 Q1	–	Sell	-22,488	Closed	-$2.71M	–	909
2024 Q4	$2.71M	Buy	+22,488	New	+$2.84M	0.05%	300
2024 Q3	–	Sell	-8,355	Closed	-$847K	–	841
2024 Q2	$847K	Sell	8,355 -363,837	-98%	-$35.6M	0.02%	416
2024 Q1	$34.1M	Buy	+372,192	New	+$34.3M	0.7%	42
2023 Q2	–	Sell	-432,000	Closed	-$42M	–	802
2023 Q1	$42M	Buy	+432,000	New	+$43.1M	0.85%	23
2022 Q4	–	Sell	-494,494	Closed	-$41M	–	888
2022 Q3	$41M	Buy	494,494 +469,350	+1,867%	+$44.8M	1.08%	13
2022 Q2	$2.48M	Buy	+25,144	New	+$2.56M	0.11%	195
2021 Q2	–	Sell	-3,988	Closed	-$354K	–	602
2021 Q1	$354K	Buy	+3,988	New	+$339K	0.05%	352
2020 Q3	–	Sell	-39,944	Closed	-$2.8M	–	547
2020 Q2	$2.8M	Buy	+39,944	New	+$2.91M	0.61%	46

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

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

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

TwinBeech Capital's PM Position: Q4 2025 in Review

TwinBeech Capital sold out of Philip Morris (PM) in Q4 2025, closing a stake of 98,399 shares — an estimated $16M sold.

TwinBeech Capital first reported a position in PM in Q2 2020 and held it in 9 quarters. The position peaked at $42M in Q1 2023. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

TwinBeech Capital reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 98,399 Philip Morris shares in Q4 2025, an estimated $16M.
TwinBeech Capital first reported a position in Philip Morris in Q2 2020 and held it in 9 quarters.
TwinBeech Capital's Philip Morris position peaked at $42M in Q1 2023.
2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.