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Atreides Management’s Philip Morris PM Stock Holding History

Atreides 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
Q1 		– Sell
-405,759
Closed -$65.1M – 67
2025
Q4 		$65.1M Buy
405,759
+126,662
+45% +$19.6M 0.8% 33
2025
Q3 		$45.3M Buy
+279,097
New +$47M 0.88% 35

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atreides Management's PM Position: Q1 2026 in Review

Atreides Management sold out of Philip Morris (PM) in Q1 2026, closing a stake of 405,759 shares — an estimated $65.1M sold.

Atreides Management first reported a position in PM in Q3 2025 and held it in 2 quarters. The position peaked at $65.1M in Q4 2025. 2,874 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Atreides Management reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Atreides Management sold 405,759 Philip Morris shares in Q1 2026, an estimated $65.1M.
  • Atreides Management first reported a position in Philip Morris in Q3 2025 and held it in 2 quarters.
  • Atreides Management's Philip Morris position peaked at $65.1M in Q4 2025.
  • 2,874 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Atreides Management's 13F filing for Q1 2026, filed 18 May 2026.