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Harel Insurance Investments & Financial Services’s Philip Morris PM Stock Holding History

Harel Insurance Investments & Financial Services’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 		$353K Buy
1,950
+950
+95% +$165K ﹤0.01% 280
2026
Q1 		$165K Buy
+1,000
New +$174K ﹤0.01% 323
2025
Q4 		– Sell
-4,755
Closed -$769K – 467
2025
Q3 		$769K Buy
4,755
+2,320
+95% +$390K 0.01% 208
2025
Q2 		$443K Buy
2,435
+441
+22% +$75.7K 0.01% 234
2025
Q1 		$317K Buy
+1,994
New +$282K ﹤0.01% 243
2024
Q4 		– Sell
-1,114
Closed -$135K – 511
2024
Q3 		$135K Buy
+1,114
New +$129K ﹤0.01% 245
2023
Q2 		– Sell
-1,400
Closed -$135K – 772
2023
Q1 		$135K Hold
1,400
– – ﹤0.01% 375
2022
Q4 		$141K Sell
1,400
-13,850
-91% -$1.31M ﹤0.01% 324
2022
Q3 		$1.31M Buy
15,250
+7,550
+98% +$720K 0.03% 154
2022
Q2 		$760K Sell
7,700
-14,800
-66% -$1.51M 0.02% 207
2022
Q1 		$2.11M Buy
22,500
+17,521
+352% +$1.75M 0.03% 149
2021
Q4 		$469K Buy
+4,979
New +$465K 0.01% 271
2021
Q3 		– Sell
-3,460
Closed -$1.12M – 772
2021
Q2 		$1.12M Sell
3,460
-1,712
-33% -$164K 0.02% 300
2021
Q1 		$1.53M Sell
5,172
-368
-7% -$31.3K 0.03% 292
2020
Q4 		$1.48M Hold
5,540
– – 0.04% 230
2020
Q3 		$415K Buy
5,540
+4,640
+516% +$358K 0.01% 222
2020
Q2 		$63K Hold
900
– – ﹤0.01% 378
2020
Q1 		$66K Buy
900
+274
+44% +$22.5K ﹤0.01% 249
2019
Q4 		$53K Buy
+626
New +$51.6K ﹤0.01% 352
2019
Q1 		– Sell
-270
Closed -$18K – 496
2018
Q4 		$18K Buy
270
+70
+35% +$5.85K ﹤0.01% 389
2018
Q3 		$16K Sell
200
-35
-15% -$2.87K ﹤0.01% 432
2018
Q2 		$19K Sell
235
-2,000
-89% -$170K ﹤0.01% 396
2018
Q1 		$222K Buy
2,235
+1,200
+116% +$125K 0.01% 199
2017
Q4 		$109K Sell
1,035
-1,994
-66% -$212K 0.01% 261
2017
Q3 		$336K Hold
3,029
– – 0.03% 131
2017
Q2 		$356K Sell
3,029
-315
-9% -$36.5K 0.03% 130
2017
Q1 		$384K Buy
+3,344
New +$345K 0.03% 110
2016
Q3 		– Sell
-1,110
Closed -$113K – 620
2016
Q2 		$113K Buy
+1,110
New +$111K 0.01% 225

Other funds holding PM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PM Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Philip Morris (PM) stake by 95% in Q2 2026, buying an estimated $165K and bringing the position to 1,950 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Harel Insurance Investments & Financial Services first reported a position in PM in Q2 2016 and has held it in 28 quarters since. The position peaked at $2.11M in Q1 2022. 1,801 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 1,950 shares of Philip Morris worth $353K as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 950 Philip Morris shares in Q2 2026, an estimated $165K.
  • Philip Morris made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #280 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Philip Morris in Q2 2016 and has held it in 28 quarters since.
  • Harel Insurance Investments & Financial Services's Philip Morris position peaked at $2.11M in Q1 2022.
  • 1,801 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.