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Westmount Partners’s Philip Morris PM Stock Holding History

Westmount Partners’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 		$638K Buy
3,524
+13
+0.4% +$2.25K 0.14% 121
2026
Q1 		$581K Buy
3,511
+9
+0.3% +$1.56K 0.14% 125
2025
Q4 		$562K Sell
3,502
-113
-3% -$17.5K 0.14% 121
2025
Q3 		$582K Sell
3,615
-18
-0.5% -$3.03K 0.15% 119
2025
Q2 		$662K Sell
3,633
-6,924
-66% -$1.19M 0.18% 103
2025
Q1 		$1.68M Sell
10,557
-1,309
-11% -$185K 0.51% 45
2024
Q4 		$1.43M Buy
11,866
+125
+1% +$15.8K 0.43% 47
2024
Q3 		$1.43M Sell
11,741
-6
-0.1% -$697 0.43% 45
2024
Q2 		$1.19M Buy
11,747
+6,979
+146% +$682K 0.39% 51
2024
Q1 		$437K Buy
4,768
+10
+0.2% +$922 0.16% 125
2023
Q4 		$448K Buy
4,758
+122
+3% +$11.2K 0.18% 115
2023
Q3 		$429K Buy
4,636
+14
+0.3% +$1.35K 0.19% 121
2023
Q2 		$451K Buy
4,622
+9
+0.2% +$860 0.2% 108
2023
Q1 		$449K Buy
4,613
+1,293
+39% +$129K 0.21% 109
2022
Q4 		$336K Buy
+3,320
New +$313K 0.17% 126

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

Westmount Partners's PM Position: Q2 2026 in Review

Westmount Partners increased its Philip Morris (PM) stake by 0.37% in Q2 2026, buying an estimated $2.25K and bringing the position to 3,524 shares worth $638K. The position accounts for 0.14% of the portfolio, ranked #121.

Westmount Partners first reported a position in PM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.68M in Q1 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Westmount Partners held 3,524 shares of Philip Morris worth $638K as of Q2 2026.
  • Westmount Partners bought 13 Philip Morris shares in Q2 2026, an estimated $2.25K.
  • Philip Morris made up 0.14% of Westmount Partners's portfolio in Q2 2026, its #121 holding.
  • Westmount Partners first reported a position in Philip Morris in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's Philip Morris position peaked at $1.68M in Q1 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.