Fundsmith Investment Services’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508M | Sell |
2,790,907
-649,488
| -19% | -$118M | 6.88% | 4 |
|
|
2025
Q1 | $546M | Sell |
3,440,395
-168,481
| -5% | -$26.7M | 7.71% | 4 |
|
|
2024
Q4 | $434M | Sell |
3,608,876
-210,929
| -6% | -$25.4M | 5.65% | 7 |
|
|
2024
Q3 | $464M | Sell |
3,819,805
-804,712
| -17% | -$97.7M | 5.77% | 6 |
|
|
2024
Q2 | $469M | Buy |
4,624,517
+219,811
| +5% | +$22.3M | 6.05% | 5 |
|
|
2024
Q1 | $404M | Hold |
4,404,706
| – | – | 5.36% | 7 |
|
|
2023
Q4 | $414M | Sell |
4,404,706
-66,757
| -1% | -$6.28M | 5.99% | 6 |
|
|
2023
Q3 | $414M | Buy |
4,471,463
+64,586
| +1% | +$5.98M | 6.44% | 5 |
|
|
2023
Q2 | $430M | Hold |
4,406,877
| – | – | 6.27% | 5 |
|
|
2023
Q1 | $429M | Hold |
4,406,877
| – | – | 6.6% | 4 |
|
|
2022
Q4 | $446M | Hold |
4,406,877
| – | – | 7.42% | 2 |
|
|
2022
Q3 | $366M | Hold |
4,406,877
| – | – | 6.33% | 2 |
|
|
2022
Q2 | $435M | Buy |
4,406,877
+368,568
| +9% | +$36.4M | 7.25% | 2 |
|
|
2022
Q1 | $379M | Buy |
+4,038,309
| New | +$379M | 5.2% | 5 |
|