AG
PM icon

AlTi Global’s Philip Morris PM Stock Holding History

AlTi Global’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 		$8.18M Buy
45,003
+1,108
+3% +$192K 0.17% 71
2026
Q1 		$7.21M Sell
43,895
-29
-0.1% -$5.04K 0.16% 72
2025
Q4 		$7.08M Buy
43,924
+35,614
+429% +$5.52M 0.15% 73
2025
Q3 		$1.35M Sell
8,310
-243
-3% -$40.9K 0.03% 208
2025
Q2 		$1.57M Sell
8,553
-320
-4% -$55K 0.04% 184
2025
Q1 		$1.42M Sell
8,873
-1,571
-15% -$223K 0.04% 174
2024
Q4 		$1.27M Buy
10,444
+48
+0.5% +$6.06K 0.03% 198
2024
Q3 		$1.28M Sell
10,396
-3,105
-23% -$361K 0.03% 194
2024
Q2 		$1.39M Sell
13,501
-2,617
-16% -$256K 0.04% 184
2024
Q1 		$1.5M Buy
16,118
+5,147
+47% +$475K 0.04% 170
2023
Q4 		$1.06M Buy
+10,971
New +$1.01M 0.03% 177

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AlTi Global's PM Position: Q2 2026 in Review

AlTi Global increased its Philip Morris (PM) stake by 2.5% in Q2 2026, buying an estimated $192K and bringing the position to 45,003 shares worth $8.18M. The position accounts for 0.17% of the portfolio, ranked #71.

AlTi Global first reported a position in PM in Q4 2023 and has held it in 11 quarters since. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • AlTi Global held 45,003 shares of Philip Morris worth $8.18M as of Q2 2026.
  • AlTi Global bought 1,108 Philip Morris shares in Q2 2026, an estimated $192K.
  • Philip Morris made up 0.17% of AlTi Global's portfolio in Q2 2026, its #71 holding.
  • AlTi Global first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.