PM β€” PHILIP MORRIS INTL INC

Ownership history in Western Financial Corp/CA  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Western Financial Corp/CA reported a position in PHILIP MORRIS INTL INC (PM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.31% (2025 Q3)
πŸ“Š Avg. % of fund
1.24%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    PM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 18,562 +6,653 +55.9% 1.31% $3.0M $157.83
2025 Q2 INITIATED 11,909 β€” β€” 1.16% $2.2M $177.22

🏒 Other funds also holding PM

As of 2025 Q4 β€” sorted by position size

GQG Partners LLC 3Y 7Y 14.56% EPACRIA CAPITAL PARTNERS, LLC 3Y 13.55% CALEDONIA INVESTMENTS PLC 3Y 7Y 13.02% GARDNER RUSSO & QUINN LLC 3Y 7Y 8.13% Dash Acquisitions Inc. 3Y 7.68% Rip Road Capital Partners LP 3Y 6.9% Gladstone Capital Management LLP 3Y 7Y 6.75% Savoir Faire Capital Management, L.P. 6.72% Bronte Capital Management Pty Ltd. 3Y 7Y 6.38% FUNDSMITH INVESTMENT SERVICES LTD. 3Y 6.14%
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