Wedge Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-160,087
| Closed | -$26M | – | 542 |
|
|
2025
Q3 | $26M | Sell |
160,087
-5,169
| -3% | -$870K | 0.44% | 88 |
|
|
2025
Q2 | $30.1M | Sell |
165,256
-53,679
| -25% | -$9.22M | 0.54% | 82 |
|
|
2025
Q1 | $34.8M | Sell |
218,935
-15,653
| -7% | -$2.22M | 0.67% | 56 |
|
|
2024
Q4 | $28.2M | Sell |
234,588
-19,052
| -8% | -$2.4M | 0.51% | 75 |
|
|
2024
Q3 | $30.8M | Sell |
253,640
-81,797
| -24% | -$9.5M | 0.53% | 77 |
|
|
2024
Q2 | $34M | Sell |
335,437
-86,331
| -20% | -$8.44M | 0.6% | 72 |
|
|
2024
Q1 | $38.6M | Buy |
421,768
+418,584
| +13,146% | +$38.6M | 0.63% | 70 |
|
|
2023
Q4 | $300K | Buy |
3,184
+56
| +2% | +$5.16K | 0.01% | 464 |
|
|
2023
Q3 | $290K | Sell |
3,128
-178
| -5% | -$17.1K | 0.01% | 473 |
|
|
2023
Q2 | $323K | Sell |
3,306
-100
| -3% | -$9.55K | 0.01% | 489 |
|
|
2023
Q1 | $331K | Buy |
3,406
+322
| +10% | +$32.1K | 0.01% | 343 |
|
|
2022
Q4 | $312K | Buy |
3,084
+148
| +5% | +$14K | 0.01% | 345 |
|
|
2022
Q3 | $244K | Sell |
2,936
-349,930
| -99% | -$33.4M | ﹤0.01% | 361 |
|
|
2022
Q2 | $34.8M | Sell |
352,866
-343
| -0.1% | -$35K | 0.55% | 65 |
|
|
2022
Q1 | $33.2M | Sell |
353,209
-2,442
| -0.7% | -$244K | 0.45% | 97 |
|
|
2021
Q4 | $33.8M | Buy |
355,651
+45,014
| +14% | +$4.21M | 0.42% | 106 |
|
|
2021
Q3 | $29.4M | Sell |
310,637
-23,427
| -7% | -$2.36M | 0.38% | 105 |
|
|
2021
Q2 | $33.1M | Sell |
334,064
-36,586
| -10% | -$3.51M | 0.41% | 71 |
|
|
2021
Q1 | $32.9M | Buy |
370,650
+21,183
| +6% | +$1.8M | 0.39% | 95 |
|
|
2020
Q4 | $28.9M | Sell |
349,467
-15,116
| -4% | -$1.18M | 0.34% | 97 |
|
|
2020
Q3 | $27.3M | Sell |
364,583
-87,601
| -19% | -$6.76M | 0.37% | 93 |
|
|
2020
Q2 | $31.7M | Buy |
452,184
+8,409
| +2% | +$613K | 0.44% | 87 |
|
|
2020
Q1 | $32.4M | Sell |
443,775
-42,580
| -9% | -$3.5M | 0.56% | 68 |
|
|
2019
Q4 | $41.4M | Buy |
486,355
+3,696
| +0.8% | +$305K | 0.46% | 81 |
|
|
2019
Q3 | $36.6M | Buy |
482,659
+479,063
| +13,322% | +$38M | 0.43% | 76 |
|
|
2019
Q2 | $282K | Buy |
3,596
+1,225
| +52% | +$101K | ﹤0.01% | 537 |
|
|
2019
Q1 | $210K | Buy |
+2,371
| New | +$191K | ﹤0.01% | 561 |
|
|
2016
Q1 | – | Sell |
-437,800
| Closed | -$38.5M | – | 598 |
|
|
2015
Q4 | $38.5M | Sell |
437,800
-49,325
| -10% | -$4.28M | 0.41% | 81 |
|
|
2015
Q3 | $38.6M | Sell |
487,125
-41,350
| -8% | -$3.4M | 0.41% | 64 |
|
|
2015
Q2 | $42.4M | Buy |
+528,475
| New | +$43.5M | 0.41% | 87 |
|
|
2014
Q4 | – | Sell |
-477,600
| Closed | -$39.8M | – | 603 |
|
|
2014
Q3 | $39.8M | Sell |
477,600
-45,725
| -9% | -$3.87M | 0.43% | 78 |
|
|
2014
Q2 | $44.1M | Buy |
+523,325
| New | +$45.1M | 0.45% | 76 |
|
Other funds holding PM
Wedge Capital Management's PM Position: Q4 2025 in Review
Wedge Capital Management sold out of Philip Morris (PM) in Q4 2025, closing a stake of 160,087 shares — an estimated $26M sold.
Wedge Capital Management first reported a position in PM in Q2 2014 and held it in 32 quarters. The position peaked at $44.1M in Q2 2014. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.
- Wedge Capital Management reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
- Wedge Capital Management sold 160,087 Philip Morris shares in Q4 2025, an estimated $26M.
- Wedge Capital Management first reported a position in Philip Morris in Q2 2014 and held it in 32 quarters.
- Wedge Capital Management's Philip Morris position peaked at $44.1M in Q2 2014.
- 2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.
Based on Wedge Capital Management's 13F filing for Q4 2025, filed 14 Jan 2026.