Balyasny Asset Management’s Philip Morris PM Stock Holding History

Balyasny Asset 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	$2.83M	Sell	17,100 -5,500	-24%	-$956K	﹤0.01%	1621
2025 Q4	$3.63M	Sell	22,600 -64,800	-74%	-$10M	﹤0.01%	1558
2025 Q3	$14.2M	Buy	87,400 +78,600	+893%	+$13.2M	0.02%	875
2025 Q2	$1.6M	Sell	8,800 -63,000	-88%	-$10.8M	﹤0.01%	1848
2025 Q1	$11.4M	Sell	71,800 -378,700	-84%	-$53.6M	0.02%	846
2024 Q4	$54.2M	Buy	450,500 +46,300	+11%	+$5.84M	0.08%	305
2024 Q3	$49.1M	Buy	404,200 +345,700	+591%	+$40.2M	0.08%	312
2024 Q2	$5.93M	Buy	58,500 +6,700	+13%	+$655K	0.01%	1095
2024 Q1	$4.75M	Buy	51,800 +44,000	+564%	+$4.06M	0.01%	1249
2023 Q4	$734K	Buy	7,800 +5,000	+179%	+$461K	﹤0.01%	1807
2023 Q3	$259K	Buy	+2,800	New	+$269K	﹤0.01%	1960

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's PM Position: Q1 2026 in Review

Balyasny Asset Management increased its Philip Morris (PM) stake by 43% in Q1 2026, buying an estimated $2.77M and bringing the position to 53,193 shares worth $8.79M. The position accounts for 0.01% of the portfolio, ranked #1092.

Balyasny Asset Management first reported a position in PM in Q3 2015 and has held it in 36 quarters since. The position peaked at $153M in Q1 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Balyasny Asset Management held 53,193 shares of Philip Morris worth $8.79M as of Q1 2026.
Balyasny Asset Management bought 15,921 Philip Morris shares in Q1 2026, an estimated $2.77M.
Philip Morris made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1092 holding.
Balyasny Asset Management first reported a position in Philip Morris in Q3 2015 and has held it in 36 quarters since.
Balyasny Asset Management's Philip Morris position peaked at $153M in Q1 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.