Eastover Investment Advisors LLC PM — PHILIP MORRIS INTERNATIONAL IN Com

Ownership history in Eastover Investment Advisors LLC  ·  20 quarters on record

AI Ownership Summary

Eastover Investment Advisors LLC reported PHILIP MORRIS INTERNATIONAL IN Com (PM) in 20 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.14% in 2025 Q2. The latest visible filing shows PM at 0.12% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eastover Investment Advisors LLC's position in PHILIP MORRIS INTERNATIONAL IN Com, 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
2026 Q2

PM was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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
2024 Q3 to 2026 Q2

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.

PM stock page Eastover Investment Advisors LLC fund profile Eastover Investment Advisors LLC full holdings
How Eastover Investment Advisors 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 1,700 — 0% 0.12% $308K 2026-07-13 $180.19
2026 Q1 REDUCED — — — 1,700 -45 -2.6% 0.12% $281K 2026-04-08 $159.62
2025 Q4 UNCHANGED — — — 1,745 — 0% 0.12% $280K 2026-01-12 $162.35
2025 Q3 UNCHANGED — — — 1,745 — 0% 0.12% $283K 2025-10-07 $150.55
2025 Q2 UNCHANGED — — — 1,745 — 0% 0.14% $318K 2025-07-16 $176.86
2025 Q1 REDUCED 5.7% +15.6% ❌ 1,745 -105 -5.7% 0.13% $277K 2025-04-07 $144.85
2024 Q4 ADDED — — — 1,850 +30 +1.6% 0.10% $223K 2025-01-13 $111.61
2024 Q3 REDUCED 8.1% -0.1% ❌ 1,820 -160 -8.1% 0.10% $221K 2024-10-08 $111.56
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PM

As of 2026 Q2 — sorted by position size

GQG Partners LLC 3Y 7Y 15.29% CALEDONIA INVESTMENTS PLC 3Y 7Y 14.38% EPACRIA CAPITAL PARTNERS, LLC 3Y 10.86% GARDNER RUSSO & QUINN LLC 3Y 7Y 9.18% Gladstone Capital Management LLP 3Y 7Y 8.97% Weinberger Asset Management, Inc 7.78% Dash Acquisitions Inc. 3Y 7.55% CSU Producer Resources, Inc. 3Y 7Y 7.15% Kennon-Green & Company, LLC 3Y 6.56% Vigil Wealth Management, LLC 6.31%

FAQ About Eastover Investment Advisors 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 Eastover Investment Advisors LLC reported owning PM?

Eastover Investment Advisors LLC reported PM across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported PM position in Eastover Investment Advisors LLC's portfolio?

The largest reported portfolio weight for PM was 0.14% in 2025 Q2.

What is the latest reported PM position on this page?

The most recent filing on this page is 2026 Q2, when Eastover Investment Advisors LLC reported 1,700 shares, equal to 0.12% of portfolio, with an estimated market value of $308K.

What does the chart on this PM ownership page compare?

The chart compares Eastover Investment Advisors 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.

How well did Eastover Investment Advisors LLC time their PM position?

Based on 13F filing dates vs. subsequent PM price moves, Eastover Investment Advisors LLC correctly timed 5 out of 16 reported position changes (31%). The annualised alpha on PM relative to SPY over the holding period was +140.1%.

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