DB
PM icon

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 		$3.73M Buy
20,600
+3,500
+20% +$607K ﹤0.01% 1512
2026
Q1 		$2.83M Sell
17,100
-5,500
-24% -$956K ﹤0.01% 1621
2025
Q4 		$3.63M Sell
22,600
-64,800
-74% -$10M ﹤0.01% 1558
2025
Q3 		$14.2M Buy
87,400
+78,600
+893% +$13.2M 0.02% 875
2025
Q2 		$1.6M Sell
8,800
-63,000
-88% -$10.8M ﹤0.01% 1848
2025
Q1 		$11.4M Sell
71,800
-378,700
-84% -$53.6M 0.02% 846
2024
Q4 		$54.2M Buy
450,500
+46,300
+11% +$5.84M 0.08% 305
2024
Q3 		$49.1M Buy
404,200
+345,700
+591% +$40.2M 0.08% 312
2024
Q2 		$5.93M Buy
58,500
+6,700
+13% +$655K 0.01% 1095
2024
Q1 		$4.75M Buy
51,800
+44,000
+564% +$4.06M 0.01% 1249
2023
Q4 		$734K Buy
7,800
+5,000
+179% +$461K ﹤0.01% 1807
2023
Q3 		$259K Buy
+2,800
New +$269K ﹤0.01% 1960

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.