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Contrarius Group Holdings’s Philip Morris PM Stock Holding History

Contrarius Group Holdings’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 		$136M Buy
822,766
+772,371
+1,533% +$134M 7.7% 4
2025
Q4 		$8.08M Buy
50,395
+12,367
+33% +$1.92M 0.39% 36
2025
Q3 		$6.17M Buy
38,028
+4,467
+13% +$752K 0.28% 45
2025
Q2 		$6.11M Sell
33,561
-4,367
-12% -$750K 0.35% 45
2025
Q1 		$6.02M Buy
37,928
+741
+2% +$105K 0.41% 39
2024
Q4 		$4.48M Buy
+37,187
New +$4.69M 0.27% 36

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

Contrarius Group Holdings's PM Position: Q1 2026 in Review

Contrarius Group Holdings increased its Philip Morris (PM) stake by 1,533% in Q1 2026, buying an estimated $134M and bringing the position to 822,766 shares worth $136M. The position accounts for 7.7% of the portfolio, ranked #4.

Contrarius Group Holdings first reported a position in PM in Q4 2024 and has held it in 6 quarters since. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Contrarius Group Holdings held 822,766 shares of Philip Morris worth $136M as of Q1 2026.
  • Contrarius Group Holdings bought 772,371 Philip Morris shares in Q1 2026, an estimated $134M.
  • Philip Morris made up 7.7% of Contrarius Group Holdings's portfolio in Q1 2026, its #4 holding.
  • Contrarius Group Holdings first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Contrarius Group Holdings's 13F filing for Q1 2026, filed 11 May 2026.