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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
Q2 		– Sell
-822,766
Closed -$136M – 49
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Contrarius Group Holdings's PM Position: Q2 2026 in Review

Contrarius Group Holdings sold out of Philip Morris (PM) in Q2 2026, closing a stake of 822,766 shares — an estimated $136M sold.

Contrarius Group Holdings first reported a position in PM in Q4 2024 and held it in 6 quarters. The position peaked at $136M in Q1 2026. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Contrarius Group Holdings reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
  • Contrarius Group Holdings sold 822,766 Philip Morris shares in Q2 2026, an estimated $136M.
  • Contrarius Group Holdings first reported a position in Philip Morris in Q4 2024 and held it in 6 quarters.
  • Contrarius Group Holdings's Philip Morris position peaked at $136M in Q1 2026.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Contrarius Group Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.