Gardner Russo & Quinn’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
$761M Sell
4,605,069
-92,439
-2% -$16.1M 8.96% 4
2025
Q4
$753M Buy
4,697,508
+35,307
+0.8% +$5.47M 8.13% 5
2025
Q3
$756M Sell
4,662,201
-211,125
-4% -$35.5M 8.11% 4
2025
Q2
$888M Sell
4,873,326
-143,305
-3% -$24.6M 9.43% 4
2025
Q1
$796M Sell
5,016,631
-173,569
-3% -$24.6M 8.93% 4
2024
Q4
$625M Sell
5,190,200
-196,300
-4% -$24.8M 7.06% 5
2024
Q3
$654M Sell
5,386,500
-79,858
-1% -$9.28M 6.71% 6
2024
Q2
$554M Sell
5,466,358
-84,839
-2% -$8.29M 5.85% 8
2024
Q1
$509M Sell
5,551,197
-526,778
-9% -$48.6M 5.22% 9
2023
Q4
$572M Sell
6,077,975
-162,328
-3% -$15M 5.83% 7
2023
Q3
$578M Sell
6,240,303
-74,068
-1% -$7.13M 6.3% 7
2023
Q2
$616M Sell
6,314,371
-115,961
-2% -$11.1M 6.09% 8
2023
Q1
$625M Sell
6,430,332
-27,865
-0.4% -$2.78M 6.49% 8
2022
Q4
$654M Sell
6,458,197
-394,091
-6% -$37.2M 7.21% 6
2022
Q3
$569M Sell
6,852,288
-87,823
-1% -$8.38M 6.88% 5
2022
Q2
$685M Sell
6,940,111
-65,455
-0.9% -$6.67M 7.66% 5
2022
Q1
$658M Sell
7,005,566
-235,946
-3% -$23.6M 6.33% 7
2021
Q4
$688M Sell
7,241,512
-272,136
-4% -$25.4M 6.14% 8
2021
Q3
$712M Sell
7,513,648
-387,063
-5% -$38.9M 6.56% 6
2021
Q2
$783M Sell
7,900,711
-206,949
-3% -$19.9M 6.62% 5
2021
Q1
$719M Sell
8,107,660
-299,640
-4% -$25.4M 6.56% 5
2020
Q4
$696M Buy
8,407,300
+158,578
+2% +$12.3M 6.31% 7
2020
Q3
$619M Sell
8,248,722
-1,616
-0% -$125K 6.01% 8
2020
Q2
$578M Sell
8,250,338
-289,288
-3% -$21.1M 5.87% 8
2020
Q1
$623M Sell
8,539,626
-324,298
-4% -$26.7M 6.3% 6
2019
Q4
$754M Sell
8,863,924
-219,411
-2% -$18.1M 5.79% 7
2019
Q3
$690M Sell
9,083,335
-234,413
-3% -$18.6M 5.37% 9
2019
Q2
$732M Sell
9,317,748
-306,336
-3% -$25.3M 5.56% 8
2019
Q1
$851M Sell
9,624,084
-400,016
-4% -$32.2M 6.61% 6
2018
Q4
$669M Sell
10,024,100
-277,019
-3% -$23.1M 5.56% 8
2018
Q3
$840M Sell
10,301,119
-96,319
-0.9% -$7.91M 6.07% 7
2018
Q2
$839M Buy
10,397,438
+17,119
+0.2% +$1.45M 6.13% 7
2018
Q1
$1.03B Buy
10,380,319
+237,310
+2% +$24.7M 7.2% 6
2017
Q4
$1.07B Sell
10,143,009
-47,331
-0.5% -$5.04M 7.38% 4
2017
Q3
$1.13B Buy
10,190,340
+1,048
+0% +$122K 8% 4
2017
Q2
$1.2B Sell
10,189,292
-124,523
-1% -$14.4M 8.83% 3
2017
Q1
$1.16B Sell
10,313,815
-49,996
-0.5% -$5.16M 9.01% 3
2016
Q4
$948M Buy
10,363,811
+49,798
+0.5% +$4.61M 8.02% 4
2016
Q3
$1B Sell
10,314,013
-176,851
-2% -$17.7M 8.34% 3
2016
Q2
$1.07B Sell
10,490,864
-20,939
-0.2% -$2.09M 8.94% 3
2016
Q1
$1.03B Sell
10,511,803
-54,098
-0.5% -$4.96M 8.71% 3
2015
Q4
$929M Buy
10,565,901
+86,019
+0.8% +$7.47M 7.94% 4
2015
Q3
$831M Buy
10,479,882
+51,553
+0.5% +$4.24M 7.51% 4
2015
Q2
$836M Buy
10,428,329
+334,598
+3% +$27.5M 7.35% 4
2015
Q1
$760M Buy
10,093,731
+219,779
+2% +$17.8M 6.83% 5
2014
Q4
$804M Sell
9,873,952
-378,543
-4% -$32.5M 7.32% 4
2014
Q3
$855M Buy
10,252,495
+28,298
+0.3% +$2.39M 8.05% 3
2014
Q2
$862M Buy
10,224,197
+33,160
+0.3% +$2.85M 7.96% 3
2014
Q1
$834M Buy
10,191,037
+219,930
+2% +$17.8M 8.06% 3
2013
Q4
$869M Buy
9,971,107
+354,368
+4% +$30.9M 8.59% 3
2013
Q3
$833M Buy
9,616,739
+424,991
+5% +$37.2M 8.84% 3
2013
Q2
$796M Buy
+9,191,748
New +$854M 9.28% 3

Other funds holding PM

Gardner Russo & Quinn's PM Position: Q1 2026 in Review

Gardner Russo & Quinn reduced its Philip Morris (PM) stake by 2% in Q1 2026, selling an estimated $16.1M and leaving 4,605,069 shares worth $761M. The position accounts for 8.96% of the portfolio, ranked #4.

Gardner Russo & Quinn first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.2B in Q2 2017. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Gardner Russo & Quinn held 4,605,069 shares of Philip Morris worth $761M as of Q1 2026.
  • Gardner Russo & Quinn sold 92,439 Philip Morris shares in Q1 2026, an estimated $16.1M.
  • Philip Morris made up 8.96% of Gardner Russo & Quinn's portfolio in Q1 2026, its #4 holding.
  • Gardner Russo & Quinn first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
  • Gardner Russo & Quinn's Philip Morris position peaked at $1.2B in Q2 2017.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Gardner Russo & Quinn's 13F filing for Q1 2026, filed 13 May 2026.