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MAI Capital Management: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on PM, newest first. How the timeline and the estimate are built.

MAI Capital Management held 102,024 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,024 shares
    Change vs previous 13F +11,408 shares

    0.07% of the 13F portfolio, value $18,473,995.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 90,616 shares
    Change vs previous 13F +2,896 shares

    0.09% of the 13F portfolio, value $14,982,515.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 87,720 shares
    Change vs previous 13F +4,559 shares

    0.08% of the 13F portfolio, value $14,070,342.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 83,161 shares
    Change vs previous 13F +9,176 shares

    0.08% of the 13F portfolio, value $13,488,683.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 73,985 shares
    Change vs previous 13F +5,154 shares

    0.09% of the 13F portfolio, value $13,474,848.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,831 shares
    Change vs previous 13F -770 shares

    0.08% of the 13F portfolio, value $10,925,480.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 69,601 shares
    Change vs previous 13F +3,964 shares

    0.06% of the 13F portfolio, value $8,376,472.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 65,637 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,968,352.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).