DZ Bank’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$146M Sell
884,878
-101,132
-10% -$17.6M 0.13% 126
2025
Q4
$158M Sell
986,010
-4,331,283
-81% -$671M 0.14% 113
2025
Q3
$862M Buy
5,317,293
+804,982
+18% +$135M 0.76% 36
2025
Q2
$822M Buy
4,512,311
+1,842,754
+69% +$316M 0.82% 32
2025
Q1
$424M Buy
2,669,557
+1,671,670
+168% +$237M 0.47% 57
2024
Q4
$120M Buy
997,887
+200,645
+25% +$25.3M 0.12% 115
2024
Q3
$96.8M Sell
797,242
-17,341
-2% -$2.01M 0.09% 135
2024
Q2
$82.5M Sell
814,583
-247,788
-23% -$24.2M 0.08% 137
2024
Q1
$97.3M Sell
1,062,371
-156,493
-13% -$14.4M 0.1% 127
2023
Q4
$115M Sell
1,218,864
-129,440
-10% -$11.9M 0.14% 115
2023
Q3
$125M Sell
1,348,304
-165,017
-11% -$15.9M 0.18% 92
2023
Q2
$148M Buy
1,513,321
+252,729
+20% +$24.1M 0.22% 85
2023
Q1
$123M Sell
1,260,592
-7,682
-0.6% -$766K 0.2% 85
2022
Q4
$128M Buy
1,268,274
+421,782
+50% +$39.8M 0.22% 84
2022
Q3
$70.3M Buy
846,492
+97,214
+13% +$9.27M 0.13% 102
2022
Q2
$74M Buy
749,278
+25,202
+3% +$2.57M 0.13% 111
2022
Q1
$68M Sell
724,076
-13,957
-2% -$1.4M 0.1% 129
2021
Q4
$69.6M Sell
738,033
-109,014
-13% -$10.2M 0.1% 136
2021
Q3
$80.3M Sell
847,047
-98,005
-10% -$9.86M 0.13% 107
2021
Q2
$93.7M Buy
945,052
+225,650
+31% +$21.7M 0.15% 101
2021
Q1
$62.7M Buy
719,402
+14,686
+2% +$1.25M 0.12% 133
2020
Q4
$57.6M Sell
704,716
-343,739
-33% -$26.8M 0.12% 124
2020
Q3
$78.6M Sell
1,048,455
-223,527
-18% -$17.2M 0.19% 99
2020
Q2
$89.1M Sell
1,271,982
-368,589
-22% -$26.9M 0.25% 84
2020
Q1
$120M Sell
1,640,571
-405,471
-20% -$33.4M 0.41% 66
2019
Q4
$175M Buy
2,046,042
+529,996
+35% +$43.7M 0.46% 62
2019
Q3
$115M Sell
1,516,046
-370,780
-20% -$29.4M 0.34% 74
2019
Q2
$148M Sell
1,886,826
-6,352
-0.3% -$525K 0.46% 62
2019
Q1
$167M Sell
1,893,178
-31,563
-2% -$2.54M 0.54% 55
2018
Q4
$129M Sell
1,924,741
-660,880
-26% -$55.2M 0.5% 60
2018
Q3
$211M Sell
2,585,621
-931,031
-26% -$76.4M 0.75% 40
2018
Q2
$284M Sell
3,516,652
-180,783
-5% -$15.3M 1.05% 26
2018
Q1
$364M Sell
3,697,435
-145,024
-4% -$15.1M 1.41% 11
2017
Q4
$406M Sell
3,842,459
-513,586
-12% -$54.7M 1.56% 8
2017
Q3
$484M Buy
4,356,045
+335,111
+8% +$39M 2.01% 2
2017
Q2
$472M Buy
4,020,934
+16,640
+0.4% +$1.93M 2.19% 1
2017
Q1
$452M Buy
4,004,294
+159,616
+4% +$16.5M 2.06% 1
2016
Q4
$352M Buy
+3,844,678
New +$356M 1.7% 6

Other funds holding PM

DZ Bank's PM Position: Q1 2026 in Review

DZ Bank reduced its Philip Morris (PM) stake by 10% in Q1 2026, selling an estimated $17.6M and leaving 884,878 shares worth $146M. The position accounts for 0.13% of the portfolio, ranked #126.

DZ Bank first reported a position in PM in Q4 2016 and has held it in 38 quarters since. The position peaked at $862M in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • DZ Bank held 884,878 shares of Philip Morris worth $146M as of Q1 2026.
  • DZ Bank sold 101,132 Philip Morris shares in Q1 2026, an estimated $17.6M.
  • Philip Morris made up 0.13% of DZ Bank's portfolio in Q1 2026, its #126 holding.
  • DZ Bank first reported a position in Philip Morris in Q4 2016 and has held it in 38 quarters since.
  • DZ Bank's Philip Morris position peaked at $862M in Q3 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.