Ariel Investments’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-108,328
| Closed | -$17.2M | – | 106 |
|
|
2025
Q1 | $17.2M | Sell |
108,328
-64,706
| -37% | -$9.17M | 0.2% | 80 |
|
|
2024
Q4 | $20.8M | Sell |
173,034
-6,559
| -4% | -$827K | 0.22% | 78 |
|
|
2024
Q3 | $21.8M | Sell |
179,593
-139,344
| -44% | -$16.2M | 0.22% | 79 |
|
|
2024
Q2 | $32.3M | Sell |
318,937
-103,951
| -25% | -$10.2M | 0.35% | 71 |
|
|
2024
Q1 | $38.7M | Sell |
422,888
-871,654
| -67% | -$80.4M | 0.38% | 72 |
|
|
2023
Q4 | $122M | Sell |
1,294,542
-1,164,768
| -47% | -$107M | 1.21% | 38 |
|
|
2023
Q3 | $228M | Sell |
2,459,310
-520,227
| -17% | -$50.1M | 2.41% | 5 |
|
|
2023
Q2 | $291M | Buy |
2,979,537
+50,781
| +2% | +$4.85M | 2.75% | 3 |
|
|
2023
Q1 | $285M | Sell |
2,928,756
-636,648
| -18% | -$63.4M | 2.74% | 4 |
|
|
2022
Q4 | $361M | Sell |
3,565,404
-14,152
| -0.4% | -$1.34M | 3.66% | 1 |
|
|
2022
Q3 | $297M | Sell |
3,579,556
-65,526
| -2% | -$6.25M | 3.26% | 3 |
|
|
2022
Q2 | $360M | Sell |
3,645,082
-26,074
| -0.7% | -$2.66M | 3.59% | 2 |
|
|
2022
Q1 | $345M | Sell |
3,671,156
-137,806
| -4% | -$13.8M | 3.06% | 4 |
|
|
2021
Q4 | $362M | Sell |
3,808,962
-265,585
| -7% | -$24.8M | 3.05% | 4 |
|
|
2021
Q3 | $386M | Buy |
4,074,547
+76,165
| +2% | +$7.66M | 3.53% | 3 |
|
|
2021
Q2 | $396M | Sell |
3,998,382
-260,762
| -6% | -$25M | 3.73% | 2 |
|
|
2021
Q1 | $378M | Sell |
4,259,144
-149,807
| -3% | -$12.7M | 3.72% | 2 |
|
|
2020
Q4 | $365M | Sell |
4,408,951
-158,674
| -3% | -$12.4M | 4.11% | 2 |
|
|
2020
Q3 | $343M | Buy |
4,567,625
+130,653
| +3% | +$10.1M | 4.97% | 2 |
|
|
2020
Q2 | $311M | Buy |
4,436,972
+250,672
| +6% | +$18.3M | 4.73% | 3 |
|
|
2020
Q1 | $305M | Buy |
4,186,300
+383,098
| +10% | +$31.5M | 5.36% | 1 |
|
|
2019
Q4 | $324M | Buy |
3,803,202
+41,534
| +1% | +$3.42M | 4.06% | 2 |
|
|
2019
Q3 | $286M | Buy |
3,761,668
+240,850
| +7% | +$19.1M | 3.81% | 2 |
|
|
2019
Q2 | $276M | Buy |
3,520,818
+256,836
| +8% | +$21.2M | 3.47% | 2 |
|
|
2019
Q1 | $289M | Buy |
3,263,982
+54,538
| +2% | +$4.39M | 3.58% | 2 |
|
|
2018
Q4 | $214M | Buy |
3,209,444
+833,504
| +35% | +$69.6M | 2.99% | 3 |
|
|
2018
Q3 | $194M | Buy |
2,375,940
+188,230
| +9% | +$15.5M | 2.15% | 7 |
|
|
2018
Q2 | $177M | Buy |
2,187,710
+1,129,516
| +107% | +$95.9M | 1.98% | 13 |
|
|
2018
Q1 | $105M | Sell |
1,058,194
-4,472
| -0.4% | -$466K | 1.2% | 27 |
|
|
2017
Q4 | $112M | Buy |
1,062,666
+192,619
| +22% | +$20.5M | 1.27% | 27 |
|
|
2017
Q3 | $96.6M | Sell |
870,047
-148,992
| -15% | -$17.3M | 1.12% | 31 |
|
|
2017
Q2 | $120M | Buy |
1,019,039
+68,666
| +7% | +$7.95M | 1.42% | 26 |
|
|
2017
Q1 | $107M | Buy |
950,373
+73,858
| +8% | +$7.62M | 1.26% | 31 |
|
|
2016
Q4 | $80.2M | Buy |
876,515
+423,341
| +93% | +$39.2M | 0.95% | 42 |
|
|
2016
Q3 | $44.1M | Buy |
453,174
+104,391
| +30% | +$10.5M | 0.53% | 63 |
|
|
2016
Q2 | $35.5M | Buy |
348,783
+11,947
| +4% | +$1.19M | 0.45% | 67 |
|
|
2016
Q1 | $33M | Sell |
336,836
-476,127
| -59% | -$43.7M | 0.4% | 71 |
|
|
2015
Q4 | $71.5M | Buy |
812,963
+88,720
| +12% | +$7.7M | 0.86% | 46 |
|
|
2015
Q3 | $57.5M | Buy |
724,243
+219,765
| +44% | +$18.1M | 0.72% | 52 |
|
|
2015
Q2 | $40.4M | Buy |
504,478
+86,607
| +21% | +$7.13M | 0.46% | 62 |
|
|
2015
Q1 | $31.5M | Buy |
417,871
+208,349
| +99% | +$16.9M | 0.35% | 70 |
|
|
2014
Q4 | $17.1M | Buy |
209,522
+69,081
| +49% | +$5.93M | 0.2% | 96 |
|
|
2014
Q3 | $11.7M | Buy |
140,441
+6,847
| +5% | +$579K | 0.15% | 108 |
|
|
2014
Q2 | $11.3M | Buy |
133,594
+41,509
| +45% | +$3.57M | 0.14% | 112 |
|
|
2014
Q1 | $7.54M | Buy |
92,085
+5,113
| +6% | +$413K | 0.09% | 128 |
|
|
2013
Q4 | $7.58M | Buy |
86,972
+75,915
| +687% | +$6.63M | 0.09% | 129 |
|
|
2013
Q3 | $957K | Buy |
+11,057
| New | +$967K | 0.01% | 152 |
|
Other funds holding PM
Ariel Investments's PM Position: Q2 2025 in Review
Ariel Investments sold out of Philip Morris (PM) in Q2 2025, closing a stake of 108,328 shares — an estimated $17.2M sold.
Ariel Investments first reported a position in PM in Q3 2013 and held it in 47 quarters. The position peaked at $396M in Q2 2021. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.
- Ariel Investments reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
- Ariel Investments sold 108,328 Philip Morris shares in Q2 2025, an estimated $17.2M.
- Ariel Investments first reported a position in Philip Morris in Q3 2013 and held it in 47 quarters.
- Ariel Investments's Philip Morris position peaked at $396M in Q2 2021.
- 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.
Based on Ariel Investments's 13F filing for Q2 2025, filed 14 Aug 2025.