Birinyi Associates’s Philip Morris PM Stock Holding History

Birinyi Associates’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	$248K	Hold	1,500	–	–	0.07%	57
2025 Q4	$241K	Hold	1,500	–	–	0.06%	58
2025 Q3	$243K	Hold	1,500	–	–	0.06%	53
2025 Q2	$273K	Hold	1,500	–	–	0.08%	53
2025 Q1	$238K	Buy	+1,500	New	+$212K	0.08%	54
2024 Q2	–	Sell	-2,500	Closed	-$229K	–	60
2024 Q1	$229K	Hold	2,500	–	–	0.07%	53
2023 Q4	$235K	Hold	2,500	–	–	0.08%	53
2023 Q3	$231K	Buy	+2,500	New	+$241K	0.09%	52
2023 Q1	–	Sell	-2,500	Closed	-$253K	–	58
2022 Q4	$253K	Sell	2,500 -250	-9%	-$23.6K	0.12%	51
2022 Q3	$228K	Hold	2,750	–	–	0.11%	58
2022 Q2	$272K	Hold	2,750	–	–	0.12%	51
2022 Q1	$258K	Hold	2,750	–	–	0.09%	57
2021 Q4	$261K	Hold	2,750	–	–	0.08%	62
2021 Q3	$261K	Hold	2,750	–	–	0.09%	61
2021 Q2	$273K	Hold	2,750	–	–	0.09%	62
2021 Q1	$244K	Sell	2,750 -500	-15%	-$42.5K	0.09%	62
2020 Q4	$269K	Hold	3,250	–	–	0.1%	65
2020 Q3	$244K	Hold	3,250	–	–	0.1%	58
2020 Q2	$228K	Sell	3,250 -750	-19%	-$54.7K	0.11%	60
2020 Q1	$292K	Sell	4,000 -1,000	-20%	-$82.3K	0.16%	59
2019 Q4	$425K	Hold	5,000	–	–	0.18%	60
2019 Q3	$380K	Sell	5,000 -250	-5%	-$19.8K	0.16%	61
2019 Q2	$412K	Buy	5,250 +250	+5%	+$20.7K	0.17%	59
2019 Q1	$442K	Hold	5,000	–	–	0.19%	51
2018 Q4	$334K	Sell	5,000 -1,000	-17%	-$83.5K	0.17%	61
2018 Q3	$489K	Sell	6,000 -750	-11%	-$61.6K	0.17%	60
2018 Q2	$545K	Sell	6,750 -3,110	-32%	-$264K	0.21%	55
2018 Q1	$980K	Sell	9,860 -14,000	-59%	-$1.46M	0.4%	47
2017 Q4	$2.52M	Sell	23,860 -4,800	-17%	-$511K	1.13%	18
2017 Q3	$3.18M	Buy	28,660 +1,500	+6%	+$175K	1.51%	14
2017 Q2	$3.19M	Buy	27,160 +3,550	+15%	+$411K	1.5%	14
2017 Q1	$2.67M	Sell	23,610 -1,100	-4%	-$113K	1.33%	17
2016 Q4	$2.26M	Buy	24,710 +4,950	+25%	+$459K	1.28%	18
2016 Q3	$1.92M	Buy	19,760 +2,750	+16%	+$275K	1.04%	28
2016 Q2	$1.73M	Buy	17,010 +5,000	+42%	+$499K	0.76%	30
2016 Q1	$1.18M	Hold	12,010	–	–	0.52%	44
2015 Q4	$1.06M	Sell	12,010 -8,300	-41%	-$720K	0.69%	38
2015 Q3	$1.61M	Buy	20,310 +7,300	+56%	+$601K	0.7%	36
2015 Q2	$1.04M	Sell	13,010 -3,500	-21%	-$288K	0.71%	32
2015 Q1	$1.24M	Sell	16,510 -2,550	-13%	-$207K	0.82%	24
2014 Q4	$1.55M	Sell	19,060 -750	-4%	-$64.4K	0.7%	33
2014 Q3	$1.65M	Sell	19,810 -5,100	-20%	-$431K	0.75%	26
2014 Q2	$2.1M	Sell	24,910 -2,905	-10%	-$250K	0.96%	25
2014 Q1	$2.28M	Buy	27,815 +6,350	+30%	+$513K	1.16%	22
2013 Q4	$1.87M	Sell	21,465 -800	-4%	-$69.9K	1%	21
2013 Q3	$1.93M	Sell	22,265 -2,250	-9%	-$197K	1.09%	18
2013 Q2	$2.12M	Buy	+24,515	New	+$2.28M	1.28%	18

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

Birinyi Associates's PM Position: Q1 2026 in Review

Birinyi Associates held its Philip Morris (PM) position steady in Q1 2026 at 1,500 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #57.

Birinyi Associates first reported a position in PM in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.19M in Q2 2017. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Birinyi Associates held 1,500 shares of Philip Morris worth $248K as of Q1 2026.
Birinyi Associates left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.07% of Birinyi Associates's portfolio in Q1 2026, its #57 holding.
Birinyi Associates first reported a position in Philip Morris in Q2 2013 and has held it in 47 quarters since.
Birinyi Associates's Philip Morris position peaked at $3.19M in Q2 2017.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.