Clough Capital Partners’s Philip Morris PM Stock Holding History

Clough Capital Partners’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	$8.3M	Buy	+50,189	New	+$8.72M	0.8%	37
2025 Q4	–	Sell	-119,213	Closed	-$19.3M	–	129
2025 Q3	$19.3M	Sell	119,213 -76,498	-39%	-$12.9M	1.69%	25
2025 Q2	$35.6M	Sell	195,711 -18,360	-9%	-$3.15M	3.54%	5
2025 Q1	$34M	Buy	214,071 +90,591	+73%	+$12.8M	4.24%	3
2024 Q4	$14.9M	Buy	+123,480	New	+$15.6M	1.69%	16

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

Clough Capital Partners's PM Position: Q1 2026 in Review

Clough Capital Partners opened a new position in Philip Morris (PM) in Q1 2026: 50,189 shares worth $8.3M. The stake represents 0.8% of the portfolio and ranks #37 among its holdings. This is a return to the name: Clough Capital Partners previously reported a position in PM as recently as Q3 2025.

Clough Capital Partners first reported a position in PM in Q4 2024 and has held it in 5 quarters since. The position peaked at $35.6M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Clough Capital Partners held 50,189 shares of Philip Morris worth $8.3M as of Q1 2026.
Philip Morris was a new Clough Capital Partners position in Q1 2026.
Philip Morris made up 0.8% of Clough Capital Partners's portfolio in Q1 2026, its #37 holding.
Clough Capital Partners first reported a position in Philip Morris in Q4 2024 and has held it in 5 quarters since.
Clough Capital Partners's Philip Morris position peaked at $35.6M in Q2 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Clough Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.