Aristotle Capital Management
PM icon

Aristotle Capital Management’s Philip Morris PM Stock Holding History

Aristotle Capital Management’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 		$331K Buy
1,828
+414
+29% +$71.8K ﹤0.01% 184
2026
Q1 		$234K Buy
1,414
+30
+2% +$5.21K ﹤0.01% 187
2025
Q4 		$222K Buy
1,384
+58
+4% +$8.99K ﹤0.01% 189
2025
Q3 		$215K Buy
1,326
+12
+0.9% +$2.02K ﹤0.01% 189
2025
Q2 		$239K Buy
1,314
+1
+0.1% +$172 ﹤0.01% 179
2025
Q1 		$208K Buy
+1,313
New +$186K ﹤0.01% 179
2018
Q2 		– Sell
-1,200
Closed -$119K – 196
2018
Q1 		$119K Buy
+1,200
New +$125K ﹤0.01% 186
2016
Q2 		– Sell
-4,468
Closed -$438K – 117
2016
Q1 		$438K Buy
4,468
+1,200
+37% +$110K 0.01% 101
2015
Q4 		$287K Sell
3,268
-890
-21% -$77.3K ﹤0.01% 116
2015
Q3 		$330K Buy
4,158
+320
+8% +$26.3K ﹤0.01% 115
2015
Q2 		$308K Hold
3,838
– – ﹤0.01% 120
2015
Q1 		$289K Hold
3,838
– – ﹤0.01% 123
2014
Q4 		$313K Hold
3,838
– – ﹤0.01% 122
2014
Q3 		$320K Sell
3,838
-1,062
-22% -$89.8K ﹤0.01% 122
2014
Q2 		$413K Sell
4,900
-50,981
-91% -$4.39M 0.01% 141
2014
Q1 		$4.58M Sell
55,881
-2,000
-3% -$162K 0.07% 70
2013
Q4 		$5.04M Buy
57,881
+800
+1% +$69.9K 0.08% 66
2013
Q3 		$4.94M Sell
57,081
-4,521
-7% -$395K 0.1% 61
2013
Q2 		$5.34M Buy
+61,602
New +$5.72M 0.15% 54

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management's PM Position: Q2 2026 in Review

Aristotle Capital Management increased its Philip Morris (PM) stake by 29% in Q2 2026, buying an estimated $71.8K and bringing the position to 1,828 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Aristotle Capital Management first reported a position in PM in Q2 2013 and has held it in 19 quarters since. The position peaked at $5.34M in Q2 2013. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Aristotle Capital Management held 1,828 shares of Philip Morris worth $331K as of Q2 2026.
  • Aristotle Capital Management bought 414 Philip Morris shares in Q2 2026, an estimated $71.8K.
  • Philip Morris made up ﹤0.01% of Aristotle Capital Management's portfolio in Q2 2026, its #184 holding.
  • Aristotle Capital Management first reported a position in Philip Morris in Q2 2013 and has held it in 19 quarters since.
  • Aristotle Capital Management's Philip Morris position peaked at $5.34M in Q2 2013.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Aristotle Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.