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Yousif Capital Management’s Philip Morris PM Stock Holding History

Yousif 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
Q2 		$16.2M Sell
89,803
-10,542
-11% -$1.83M 0.18% 88
2026
Q1 		$16.6M Sell
100,345
-4,897
-5% -$851K 0.19% 81
2025
Q4 		$17.6M Sell
105,242
-3,722
-3% -$577K 0.19% 87
2025
Q3 		$17.7M Sell
108,964
-5,570
-5% -$937K 0.19% 86
2025
Q2 		$20.9M Sell
114,534
-3,400
-3% -$584K 0.22% 69
2025
Q1 		$18.7M Sell
117,934
-9,527
-7% -$1.35M 0.22% 76
2024
Q4 		$15.3M Sell
127,461
-5,367
-4% -$677K 0.17% 97
2024
Q3 		$16.1M Sell
132,828
-4,774
-3% -$555K 0.17% 100
2024
Q2 		$13.9M Sell
137,602
-3,839
-3% -$375K 0.16% 113
2024
Q1 		$13M Sell
141,441
-3,564
-2% -$329K 0.14% 124
2023
Q4 		$13.6M Sell
145,005
-8,299
-5% -$765K 0.16% 115
2023
Q3 		$14.2M Sell
153,304
-5,790
-4% -$557K 0.18% 98
2023
Q2 		$15.5M Buy
159,094
+6,207
+4% +$593K 0.19% 95
2023
Q1 		$14.9M Sell
152,887
-13,299
-8% -$1.33M 0.19% 91
2022
Q4 		$16.8M Buy
166,186
+310
+0.2% +$29.3K 0.22% 85
2022
Q3 		$13.8M Buy
165,876
+3,236
+2% +$309K 0.2% 89
2022
Q2 		$16.1M Sell
162,640
-6,655
-4% -$678K 0.21% 76
2022
Q1 		$15.9M Sell
169,295
-17,704
-9% -$1.77M 0.17% 96
2021
Q4 		$17.8M Buy
+186,999
New +$17.5M 0.18% 86

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Yousif Capital Management's PM Position: Q2 2026 in Review

Yousif Capital Management reduced its Philip Morris (PM) stake by 11% in Q2 2026, selling an estimated $1.83M and leaving 89,803 shares worth $16.2M. The position accounts for 0.18% of the portfolio, ranked #88.

Yousif Capital Management first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.9M in Q2 2025. 691 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Yousif Capital Management held 89,803 shares of Philip Morris worth $16.2M as of Q2 2026.
  • Yousif Capital Management sold 10,542 Philip Morris shares in Q2 2026, an estimated $1.83M.
  • Philip Morris made up 0.18% of Yousif Capital Management's portfolio in Q2 2026, its #88 holding.
  • Yousif Capital Management first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Philip Morris position peaked at $20.9M in Q2 2025.
  • 691 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.