Copperleaf Capital, LLC PM PHILIP MORRIS INTL INC

Ownership history in Copperleaf Capital, LLC  ·  3 quarters on record

AI Ownership Summary

Copperleaf Capital, LLC reported PHILIP MORRIS INTL INC (PM) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.59% in 2025 Q2. The latest visible filing shows PM at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Copperleaf Capital, LLC's position in PHILIP MORRIS INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PM was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Copperleaf Capital, LLC held PM — position size vs. price
% of Fund (quarterly)    PM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,169 +763 +11.9% 0.56% $1.2M 2025-11-14 (Est.) $152.66
2025 Q2 ADDED 6,406 +671 +11.7% 0.59% $1.2M 2025-08-11 $165.73
2025 Q1 INITIATED 5,735 0.54% $910K 2025-05-15 $163.35

FAQ About Copperleaf Capital, LLC and PM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Copperleaf Capital, LLC reported owning PM?

Copperleaf Capital, LLC reported PM across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported PM position in Copperleaf Capital, LLC's portfolio?

The largest reported portfolio weight for PM was 0.59% in 2025 Q2.

What is the latest reported PM position on this page?

The most recent filing on this page is 2025 Q3, when Copperleaf Capital, LLC reported 7,169 shares, equal to 0.56% of portfolio, with an estimated market value of $1.2M.

What does the chart on this PM ownership page compare?

The chart compares Copperleaf Capital, LLC's quarterly PM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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