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Waratah Capital Advisors’s Philip Morris PM Stock Holding History

Waratah Capital Advisors’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
Q2 		– Sell
-11,970
Closed -$1.9M – 213
2025
Q1 		$1.9M Buy
+11,970
New +$1.7M 0.05% 128

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waratah Capital Advisors's PM Position: Q2 2025 in Review

Waratah Capital Advisors sold out of Philip Morris (PM) in Q2 2025, closing a stake of 11,970 shares — an estimated $1.9M sold.

Waratah Capital Advisors first reported a position in PM in Q1 2025 and held it in 1 quarter. The position peaked at $1.9M in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Waratah Capital Advisors reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 11,970 Philip Morris shares in Q2 2025, an estimated $1.9M.
  • Waratah Capital Advisors first reported a position in Philip Morris in Q1 2025 and held it in 1 quarter.
  • Waratah Capital Advisors's Philip Morris position peaked at $1.9M in Q1 2025.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Waratah Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.