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Dmitry Balyasny’s Philip Morris PM Stock Holding History

Dmitry Balyasny’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 		$2.39M Sell
13,200
-9,400
-42% -$1.63M ﹤0.01% 1729
2026
Q1 		$3.74M Buy
22,600
+6,400
+40% +$1.11M ﹤0.01% 1499
2025
Q4 		$2.6M Buy
16,200
+5,500
+51% +$852K ﹤0.01% 1737
2025
Q3 		$1.74M Buy
10,700
+1,700
+19% +$286K ﹤0.01% 1875
2025
Q2 		$1.64M Sell
9,000
-6,000
-40% -$1.03M ﹤0.01% 1836
2025
Q1 		$2.38M Sell
15,000
-900
-6% -$127K ﹤0.01% 1627
2024
Q4 		$1.91M Sell
15,900
-43,900
-73% -$5.54M ﹤0.01% 1688
2024
Q3 		$7.26M Buy
59,800
+3,400
+6% +$395K 0.01% 1094
2024
Q2 		$5.72M Buy
56,400
+4,300
+8% +$420K 0.01% 1111
2024
Q1 		$4.77M Buy
52,100
+46,200
+783% +$4.26M 0.01% 1247
2023
Q4 		$555K Buy
5,900
+300
+5% +$27.6K ﹤0.01% 1911
2023
Q3 		$518K Buy
+5,600
New +$539K ﹤0.01% 1745
2021
Q4 		– Sell
-600,000
Closed -$56.9M – 2520
2021
Q3 		$56.9M Buy
+600,000
New +$60.4M 0.24% 85

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

Dmitry Balyasny's PM Position: Q2 2026 in Review

Dmitry Balyasny reduced its Philip Morris (PM) stake by 39% in Q2 2026, selling an estimated $3.62M and leaving 32,339 shares worth $5.85M. The position accounts for 0.01% of the portfolio, ranked #1309.

Dmitry Balyasny first reported a position in PM in Q3 2015 and has held it in 37 quarters since. The position peaked at $153M in Q1 2025. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Dmitry Balyasny held 32,339 shares of Philip Morris worth $5.85M as of Q2 2026.
  • Dmitry Balyasny sold 20,854 Philip Morris shares in Q2 2026, an estimated $3.62M.
  • Philip Morris made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1309 holding.
  • Dmitry Balyasny first reported a position in Philip Morris in Q3 2015 and has held it in 37 quarters since.
  • Dmitry Balyasny's Philip Morris position peaked at $153M in Q1 2025.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.