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Clarus Group’s Philip Morris PM Stock Holding History

Clarus Group’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 		$258K Hold
1,561
– – 0.09% 89
2025
Q4 		$250K Sell
1,561
-493
-24% -$76.4K 0.09% 86
2025
Q3 		$333K Buy
2,054
+1
+0% +$168 0.12% 78
2025
Q2 		$374K Sell
2,053
-140
-6% -$24K 0.14% 67
2025
Q1 		$348K Sell
2,193
-438
-17% -$62K 0.14% 67
2024
Q4 		$317K Sell
2,631
-159
-6% -$20.1K 0.11% 75
2024
Q3 		$339K Sell
2,790
-116
-4% -$13.5K 0.14% 75
2024
Q2 		$294K Sell
2,906
-1,498
-34% -$146K 0.13% 89
2024
Q1 		$403K Sell
4,404
-34
-0.8% -$3.13K 0.28% 60
2023
Q4 		$418K Sell
4,438
-236
-5% -$21.7K 0.32% 59
2023
Q3 		$433K Sell
4,674
-837
-15% -$80.6K 0.31% 53
2023
Q2 		$538K Buy
5,511
+845
+18% +$80.7K 0.39% 42
2023
Q1 		$454K Sell
4,666
-336
-7% -$33.5K 0.43% 38
2022
Q4 		$506K Buy
5,002
+7
+0.1% +$661 0.44% 39
2022
Q3 		$415K Buy
4,995
+8
+0.2% +$763 0.38% 41
2022
Q2 		$492K Buy
4,987
+6
+0.1% +$612 0.41% 39
2022
Q1 		$468K Buy
4,981
+50
+1% +$5K 0.32% 48
2021
Q4 		$424K Buy
4,931
+6
+0.1% +$561 0.29% 49
2021
Q3 		$467K Buy
4,925
+11
+0.2% +$1.11K 0.32% 44
2021
Q2 		$488K Buy
4,914
+11
+0.2% +$1.05K 0.37% 41
2021
Q1 		$433K Hold
4,903
– – 0.36% 47
2020
Q4 		$422K Buy
+4,903
New +$382K 0.36% 48

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

Clarus Group's PM Position: Q1 2026 in Review

Clarus Group held its Philip Morris (PM) position steady in Q1 2026 at 1,561 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #89.

Clarus Group first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $538K in Q2 2023. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Clarus Group held 1,561 shares of Philip Morris worth $258K as of Q1 2026.
  • Clarus Group left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.09% of Clarus Group's portfolio in Q1 2026, its #89 holding.
  • Clarus Group first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • Clarus Group's Philip Morris position peaked at $538K in Q2 2023.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Clarus Group's 13F filing for Q1 2026, filed 21 Apr 2026.