Calamos Advisors
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Calamos Advisors’s Philip Morris PM Stock Holding History

Calamos Advisors’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
2018
Q4 		– Sell
-144,000
Closed -$11.7M – 708
2018
Q3 		$11.7M Buy
+144,000
New +$11.8M 0.06% 299

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calamos Advisors's PM Position: Q1 2026 in Review

Calamos Advisors increased its Philip Morris (PM) stake by 5.9% in Q1 2026, buying an estimated $5.77M and bringing the position to 592,924 shares worth $98M. The position accounts for 0.35% of the portfolio, ranked #55.

Calamos Advisors first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $199M in Q2 2013. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Calamos Advisors held 592,924 shares of Philip Morris worth $98M as of Q1 2026.
  • Calamos Advisors bought 33,203 Philip Morris shares in Q1 2026, an estimated $5.77M.
  • Philip Morris made up 0.35% of Calamos Advisors's portfolio in Q1 2026, its #55 holding.
  • Calamos Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • Calamos Advisors's Philip Morris position peaked at $199M in Q2 2013.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.