Altshuler Shaham’s Philip Morris PM Stock Holding History

Altshuler Shaham’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	$4.34K	Sell	24 -1	-4%	-$173	﹤0.01%	404
2026 Q1	$4.13K	Buy	+25	New	+$4.34K	﹤0.01%	312
2025 Q1	–	Sell	-32	Closed	-$3.85K	–	388
2024 Q4	$3.85K	Sell	32 -137	-81%	-$17.3K	﹤0.01%	304
2024 Q3	$20.5K	Sell	169 -31	-16%	-$3.6K	﹤0.01%	189
2024 Q2	$20.3K	Sell	200 -65	-25%	-$6.36K	﹤0.01%	184
2024 Q1	$24.3K	Sell	265 -15	-5%	-$1.38K	﹤0.01%	180
2023 Q4	$26.3K	Sell	280 -10	-3%	-$921	﹤0.01%	156
2023 Q3	$26.8K	Sell	290 -105	-27%	-$10.1K	﹤0.01%	172
2023 Q2	$38.6K	Sell	395 -21	-5%	-$2.01K	﹤0.01%	182
2023 Q1	$40.5K	Buy	+416	New	+$41.5K	﹤0.01%	224
2022 Q4	–	Sell	-45	Closed	-$4K	–	572
2022 Q3	$4K	Sell	45 -4	-8%	-$381	﹤0.01%	437
2022 Q2	$5K	Sell	49 -1,652	-97%	-$168K	﹤0.01%	417
2022 Q1	$161K	Buy	1,701 +1,006	+145%	+$101K	﹤0.01%	242
2021 Q4	$66K	Buy	695 +11	+2%	+$1.03K	﹤0.01%	385
2021 Q3	$66K	Sell	684 -1,796	-72%	-$181K	﹤0.01%	367
2021 Q2	$248K	Buy	2,480 +2,403	+3,121%	+$231K	﹤0.01%	265
2021 Q1	$7K	Buy	+77	New	+$6.54K	﹤0.01%	428
2018 Q2	–	Sell	-18,478	Closed	-$1.84M	–	248
2018 Q1	$1.84M	Buy	+18,478	New	+$1.92M	0.24%	66

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Altshuler Shaham's PM Position: Q2 2026 in Review

Altshuler Shaham reduced its Philip Morris (PM) stake by 4% in Q2 2026, selling an estimated $173 and leaving 24 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Altshuler Shaham first reported a position in PM in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.84M in Q1 2018. 2,531 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Altshuler Shaham held 24 shares of Philip Morris worth $4.34K as of Q2 2026.
Altshuler Shaham sold 1 Philip Morris share in Q2 2026, an estimated $173.
Philip Morris made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #404 holding.
Altshuler Shaham first reported a position in Philip Morris in Q1 2018 and has held it in 18 quarters since.
Altshuler Shaham's Philip Morris position peaked at $1.84M in Q1 2018.
2,531 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.