Bridgewater Associates’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
$202K Sell
1,221
-26,430
-96% -$4.59M ﹤0.01% 982
2025
Q4
$4.44M Sell
27,651
-126,664
-82% -$19.6M 0.02% 569
2025
Q3
$25M Sell
154,315
-39,279
-20% -$6.61M 0.1% 171
2025
Q2
$35.3M Buy
193,594
+96,346
+99% +$16.5M 0.14% 116
2025
Q1
$15.4M Sell
97,248
-256,197
-72% -$36.3M 0.07% 208
2024
Q4
$42.5M Buy
353,445
+209,566
+146% +$26.4M 0.2% 99
2024
Q3
$17.5M Sell
143,879
-139,228
-49% -$16.2M 0.1% 175
2024
Q2
$28.7M Sell
283,107
-116,303
-29% -$11.4M 0.15% 111
2024
Q1
$36.6M Sell
399,410
-583,837
-59% -$53.8M 0.19% 97
2023
Q4
$92.5M Buy
983,247
+97,886
+11% +$9.02M 0.52% 42
2023
Q3
$82M Buy
885,361
+70,776
+9% +$6.81M 0.5% 42
2023
Q2
$79.5M Buy
814,585
+367,544
+82% +$35.1M 0.49% 44
2023
Q1
$43.5M Buy
447,041
+173,473
+63% +$17.3M 0.27% 74
2022
Q4
$27.7M Sell
273,568
-140,334
-34% -$13.2M 0.15% 126
2022
Q3
$34.4M Buy
413,902
+386,005
+1,384% +$36.8M 0.17% 109
2022
Q2
$2.75M Sell
27,897
-599,554
-96% -$61.1M 0.01% 615
2022
Q1
$58.9M Buy
627,451
+364,558
+139% +$36.5M 0.24% 76
2021
Q4
$25M Buy
262,893
+190,756
+264% +$17.8M 0.15% 113
2021
Q3
$6.84M Buy
+72,137
New +$7.26M 0.04% 251
2020
Q3
Sell
-45,752
Closed -$3.21M 490
2020
Q2
$3.21M Sell
45,752
-21,695
-32% -$1.58M 0.05% 66
2020
Q1
$4.92M Buy
+67,447
New +$5.55M 0.1% 61
2019
Q1
Sell
-49,384
Closed -$3.3M 460
2018
Q4
$3.3M Buy
+49,384
New +$4.12M 0.03% 184
2018
Q2
Sell
-19,711
Closed -$1.96M 514
2018
Q1
$1.96M Buy
+19,711
New +$2.05M 0.02% 177
2017
Q4
Sell
-14,901
Closed -$1.65M 309
2017
Q3
$1.65M Buy
+14,901
New +$1.73M 0.01% 187
2015
Q2
Sell
-9,600
Closed -$723K 382
2015
Q1
$723K Buy
+9,600
New +$779K 0.01% 228
2014
Q3
Sell
-2,400
Closed -$202K 412
2014
Q2
$202K Buy
+2,400
New +$207K ﹤0.01% 301
2013
Q3
Sell
-6,000
Closed -$520K 385
2013
Q2
$520K Buy
+6,000
New +$558K ﹤0.01% 247

Other funds holding PM

Bridgewater Associates's PM Position: Q1 2026 in Review

Bridgewater Associates reduced its Philip Morris (PM) stake by 96% in Q1 2026, selling an estimated $4.59M and leaving 1,221 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Bridgewater Associates first reported a position in PM in Q2 2013 and has held it in 27 quarters since. The position peaked at $92.5M in Q4 2023. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Bridgewater Associates held 1,221 shares of Philip Morris worth $202K as of Q1 2026.
  • Bridgewater Associates sold 26,430 Philip Morris shares in Q1 2026, an estimated $4.59M.
  • Philip Morris made up ﹤0.01% of Bridgewater Associates's portfolio in Q1 2026, its #982 holding.
  • Bridgewater Associates first reported a position in Philip Morris in Q2 2013 and has held it in 27 quarters since.
  • Bridgewater Associates's Philip Morris position peaked at $92.5M in Q4 2023.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.