Barrow, Hanley, Mewhinney & Strauss’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$20.2M Buy
121,906
+15,284
+14% +$2.66M 0.07% 134
2025
Q4
$17.1M Sell
106,622
-2,035,255
-95% -$315M 0.06% 128
2025
Q3
$347M Sell
2,141,877
-288,851
-12% -$48.6M 1.11% 39
2025
Q2
$443M Sell
2,430,728
-457,924
-16% -$78.6M 1.49% 22
2025
Q1
$459M Sell
2,888,652
-823,643
-22% -$117M 1.66% 17
2024
Q4
$447M Sell
3,712,295
-148,453
-4% -$18.7M 1.52% 20
2024
Q3
$469M Sell
3,860,748
-230,975
-6% -$26.8M 1.53% 22
2024
Q2
$415M Sell
4,091,723
-249,339
-6% -$24.4M 1.42% 29
2024
Q1
$398M Sell
4,341,062
-220,352
-5% -$20.3M 1.34% 31
2023
Q4
$429M Sell
4,561,414
-234,324
-5% -$21.6M 1.51% 27
2023
Q3
$444M Buy
4,795,738
+202,315
+4% +$19.5M 1.7% 22
2023
Q2
$448M Buy
4,593,423
+170,632
+4% +$16.3M 1.67% 23
2023
Q1
$430M Buy
4,422,791
+135,272
+3% +$13.5M 1.66% 27
2022
Q4
$434M Buy
4,287,519
+1,088,034
+34% +$103M 1.63% 24
2022
Q3
$266M Buy
3,199,485
+354,212
+12% +$33.8M 1.09% 40
2022
Q2
$281M Buy
2,845,273
+2,368,801
+497% +$242M 1.06% 39
2022
Q1
$44.8M Sell
476,472
-40,460
-8% -$4.05M 0.15% 105
2021
Q4
$49.1M Sell
516,932
-59,785
-10% -$5.59M 0.16% 115
2021
Q3
$54.7M Sell
576,717
-159,183
-22% -$16M 0.18% 101
2021
Q2
$72.9M Sell
735,900
-38,901
-5% -$3.73M 0.23% 88
2021
Q1
$68.8M Buy
774,801
+733,732
+1,787% +$62.3M 0.22% 101
2020
Q4
$3.4M Sell
41,069
-482
-1% -$37.5K 0.01% 150
2020
Q3
$3.12M Sell
41,551
-23,953
-37% -$1.85M 0.01% 147
2020
Q2
$4.59M Hold
65,504
0.02% 141
2020
Q1
$4.78M Hold
65,504
0.02% 128
2019
Q4
$5.57M Sell
65,504
-614,210
-90% -$50.6M 0.02% 134
2019
Q3
$51.6M Sell
679,714
-11,036,624
-94% -$875M 0.1% 114
2019
Q2
$920M Sell
11,716,338
-1,029,732
-8% -$85.1M 1.68% 24
2019
Q1
$1.13B Sell
12,746,070
-558,338
-4% -$45M 2.03% 17
2018
Q4
$888M Sell
13,304,408
-368,712
-3% -$30.8M 1.74% 24
2018
Q3
$1.11B Sell
13,673,120
-455,163
-3% -$37.4M 1.77% 24
2018
Q2
$1.14B Sell
14,128,283
-735,076
-5% -$62.4M 1.84% 20
2018
Q1
$1.48B Sell
14,863,359
-680,610
-4% -$70.9M 2.35% 7
2017
Q4
$1.64B Sell
15,543,969
-1,231,454
-7% -$131M 2.45% 5
2017
Q3
$1.86B Sell
16,775,423
-631,032
-4% -$73.4M 2.8% 1
2017
Q2
$2.04B Sell
17,406,455
-277,394
-2% -$32.1M 3.11% 1
2017
Q1
$2B Sell
17,683,849
-807,824
-4% -$83.3M 3% 1
2016
Q4
$1.69B Sell
18,491,673
-339,230
-2% -$31.4M 2.54% 3
2016
Q3
$1.83B Sell
18,830,903
-643,357
-3% -$64.4M 2.79% 1
2016
Q2
$1.98B Sell
19,474,260
-1,439,845
-7% -$144M 3.02% 1
2016
Q1
$2.05B Sell
20,914,105
-1,553,511
-7% -$142M 3.14% 2
2015
Q4
$1.98B Sell
22,467,616
-76,829
-0.3% -$6.67M 2.94% 4
2015
Q3
$1.79B Sell
22,544,445
-522,321
-2% -$43M 2.75% 4
2015
Q2
$1.85B Sell
23,066,766
-123,307
-0.5% -$10.1M 2.52% 6
2015
Q1
$1.75B Sell
23,190,073
-251,694
-1% -$20.4M 2.37% 8
2014
Q4
$1.91B Buy
23,441,767
+289,564
+1% +$24.9M 2.56% 6
2014
Q3
$1.93B Buy
23,152,203
+340,560
+1% +$28.8M 2.63% 4
2014
Q2
$1.92B Buy
22,811,643
+221,950
+1% +$19.1M 2.58% 5
2014
Q1
$1.85B Buy
22,589,693
+711,379
+3% +$57.5M 2.65% 6
2013
Q4
$1.91B Buy
21,878,314
+316,110
+1% +$27.6M 2.76% 5
2013
Q3
$1.87B Buy
21,562,204
+188,922
+0.9% +$16.5M 2.98% 1
2013
Q2
$1.85B Buy
+21,373,282
New +$1.99B 3.11% 1

Other funds holding PM

Barrow, Hanley, Mewhinney & Strauss's PM Position: Q1 2026 in Review

Barrow, Hanley, Mewhinney & Strauss increased its Philip Morris (PM) stake by 14% in Q1 2026, buying an estimated $2.66M and bringing the position to 121,906 shares worth $20.2M. The position accounts for 0.07% of the portfolio, ranked #134.

Barrow, Hanley, Mewhinney & Strauss first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.05B in Q1 2016. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 121,906 shares of Philip Morris worth $20.2M as of Q1 2026.
  • Barrow, Hanley, Mewhinney & Strauss bought 15,284 Philip Morris shares in Q1 2026, an estimated $2.66M.
  • Philip Morris made up 0.07% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q1 2026, its #134 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • Barrow, Hanley, Mewhinney & Strauss's Philip Morris position peaked at $2.05B in Q1 2016.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.