HRT Financial’s Philip Morris PM Stock Holding History

HRT Financial’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 Q1	$4.53M	Buy	27,400 +22,900	+509%	+$3.98M	0.01%	1063
2025 Q4	$721K	Buy	+4,500	New	+$697K	﹤0.01%	1904
2020 Q2	–	Sell	-12,900	Closed	-$941K	–	1714
2020 Q1	$941K	Buy	+12,900	New	+$1.06M	0.06%	262
2019 Q4	–	Sell	-94,000	Closed	-$7.14M	–	1537
2019 Q3	$7.14M	Buy	+94,000	New	+$7.45M	0.34%	44

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial's PM Position: Q1 2026 in Review

HRT Financial opened a new position in Philip Morris (PM) in Q1 2026: 248,768 shares worth $41.1M. The stake represents 0.1% of the portfolio and ranks #161 among its holdings. This is a return to the name: HRT Financial previously reported a position in PM as recently as Q3 2025.

HRT Financial first reported a position in PM in Q2 2016 and has held it in 17 quarters since. The position peaked at $74.7M in Q1 2023. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

HRT Financial held 248,768 shares of Philip Morris worth $41.1M as of Q1 2026.
Philip Morris was a new HRT Financial position in Q1 2026.
Philip Morris made up 0.1% of HRT Financial's portfolio in Q1 2026, its #161 holding.
HRT Financial first reported a position in Philip Morris in Q2 2016 and has held it in 17 quarters since.
HRT Financial's Philip Morris position peaked at $74.7M in Q1 2023.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.