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Generali Investments Management’s Philip Morris PM Stock Holding History

Generali Investments Management’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 		$496K Sell
2,743
-680
-20% -$118K 0.11% 110
2026
Q1 		$566K Sell
3,423
-45
-1% -$7.82K 0.13% 104
2025
Q4 		$556K Sell
3,468
-2,768
-44% -$429K 0.11% 106
2025
Q3 		$1.01M Sell
6,236
-457
-7% -$76.9K 0.21% 80
2025
Q2 		$1.22M Sell
6,693
-1,375
-17% -$236K 0.28% 78
2025
Q1 		$1.28M Buy
8,068
+2,669
+49% +$378K 0.36% 71
2024
Q4 		$650K Buy
+5,399
New +$681K 0.17% 87

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

Generali Investments Management's PM Position: Q2 2026 in Review

Generali Investments Management reduced its Philip Morris (PM) stake by 20% in Q2 2026, selling an estimated $118K and leaving 2,743 shares worth $496K. The position accounts for 0.11% of the portfolio, ranked #110.

Generali Investments Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Generali Investments Management held 2,743 shares of Philip Morris worth $496K as of Q2 2026.
  • Generali Investments Management sold 680 Philip Morris shares in Q2 2026, an estimated $118K.
  • Philip Morris made up 0.11% of Generali Investments Management's portfolio in Q2 2026, its #110 holding.
  • Generali Investments Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
  • Generali Investments Management's Philip Morris position peaked at $1.28M in Q1 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.