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Empire Life Investments’s Philip Morris PM Stock Holding History

Empire Life Investments’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 		$21.4M Buy
118,246
+28,298
+31% +$4.91M 1.19% 28
2026
Q1 		$14.2M Sell
89,948
-4,925
-5% -$856K 0.86% 46
2025
Q4 		$15.2M Buy
94,873
+8,858
+10% +$1.37M 0.86% 44
2025
Q3 		$14M Buy
86,015
+16,800
+24% +$2.83M 0.82% 45
2025
Q2 		$12.6M Sell
69,215
-7,349
-10% -$1.26M 0.8% 47
2025
Q1 		$12.2M Sell
76,564
-17,859
-19% -$2.53M 0.79% 47
2024
Q4 		$11.4M Buy
94,423
+9,789
+12% +$1.23M 0.71% 48
2024
Q3 		$10.3M Sell
84,634
-35,942
-30% -$4.18M 0.63% 54
2024
Q2 		$12.2M Sell
120,576
-14,672
-11% -$1.43M 0.77% 50
2024
Q1 		$12.4M Sell
135,248
-10,150
-7% -$936K 0.76% 51
2023
Q4 		$13.7M Sell
145,398
-14,076
-9% -$1.3M 0.88% 45
2023
Q3 		$14.8M Buy
159,474
+7,191
+5% +$692K 1.08% 37
2023
Q2 		$14.9M Buy
152,283
+18,535
+14% +$1.77M 1.02% 38
2023
Q1 		$13M Buy
133,748
+51,063
+62% +$5.09M 0.92% 42
2022
Q4 		$8.37M Sell
82,685
-5,299
-6% -$500K 0.57% 47
2022
Q3 		$7.3M Sell
87,984
-716
-0.8% -$68.3K 0.56% 48
2022
Q2 		$8.76M Sell
88,700
-409,290
-82% -$41.7M 0.63% 45
2022
Q1 		$46.8M Sell
497,990
-78,300
-14% -$7.83M 3% 8
2021
Q4 		$54.7M Sell
576,290
-3,458
-0.6% -$323K 3.34% 5
2021
Q3 		$55M Sell
579,748
-89,072
-13% -$8.96M 3.6% 4
2021
Q2 		$66.3M Buy
668,820
+12,570
+2% +$1.21M 4.26% 2
2021
Q1 		$58.2M Sell
656,250
-148,884
-18% -$12.6M 4% 2
2020
Q4 		$66.7M Sell
805,134
-87,405
-10% -$6.8M 4.71% 1
2020
Q3 		$66.9M Buy
892,539
+30,875
+4% +$2.38M 5.38% 1
2020
Q2 		$60.4M Buy
861,664
+33,786
+4% +$2.46M 5.3% 1
2020
Q1 		$60.4M Buy
827,878
+146,561
+22% +$12.1M 5.53% 1
2019
Q4 		$58M Buy
681,317
+269,858
+66% +$22.2M 4.41% 1
2019
Q3 		$31.2M Buy
411,459
+190,394
+86% +$15.1M 2.62% 11
2019
Q2 		$17.4M Buy
221,065
+94,776
+75% +$7.83M 1.4% 31
2019
Q1 		$11.2M Sell
126,289
-422
-0.3% -$34K 0.94% 44
2018
Q4 		$8.46M Sell
126,711
-156,335
-55% -$13.1M 0.76% 48
2018
Q3 		$23.1M Sell
283,046
-36,967
-12% -$3.03M 1.76% 19
2018
Q2 		$25.8M Buy
320,013
+112,809
+54% +$9.57M 1.86% 15
2018
Q1 		$20.6M Buy
207,204
+132,712
+178% +$13.8M 1.46% 28
2017
Q4 		$7.87M Buy
74,492
+35
+0% +$3.73K 0.61% 53
2017
Q3 		$8.27M Sell
74,457
-3,406
-4% -$396K 0.67% 52
2017
Q2 		$9.14M Buy
77,863
+225
+0.3% +$26.1K 0.8% 49
2017
Q1 		$7.66M Sell
77,638
-13,052
-14% -$1.35M 0.75% 49
2016
Q4 		$8.17M Buy
+90,690
New +$8.4M 0.66% 51

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Empire Life Investments's PM Position: Q2 2026 in Review

Empire Life Investments increased its Philip Morris (PM) stake by 31% in Q2 2026, buying an estimated $4.91M and bringing the position to 118,246 shares worth $21.4M. The position accounts for 1.19% of the portfolio, ranked #28.

Empire Life Investments first reported a position in PM in Q4 2016 and has held it in 39 quarters since. The position peaked at $66.9M in Q3 2020. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Empire Life Investments held 118,246 shares of Philip Morris worth $21.4M as of Q2 2026.
  • Empire Life Investments bought 28,298 Philip Morris shares in Q2 2026, an estimated $4.91M.
  • Philip Morris made up 1.19% of Empire Life Investments's portfolio in Q2 2026, its #28 holding.
  • Empire Life Investments first reported a position in Philip Morris in Q4 2016 and has held it in 39 quarters since.
  • Empire Life Investments's Philip Morris position peaked at $66.9M in Q3 2020.
  • 1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.