IIM
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INTECH Investment Management’s Philip Morris PM Stock Holding History

INTECH Investment 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 		$16.5M Sell
91,164
-107,227
-54% -$18.6M 0.15% 106
2026
Q1 		$32.8M Sell
198,391
-40,859
-17% -$7.1M 0.32% 44
2025
Q4 		$38.4M Buy
239,250
+70,628
+42% +$10.9M 0.34% 41
2025
Q3 		$27.4M Buy
168,622
+89,407
+113% +$15M 0.24% 57
2025
Q2 		$14.4M Buy
79,215
+33,840
+75% +$5.81M 0.14% 114
2025
Q1 		$7.2M Sell
45,375
-7,769
-15% -$1.1M 0.07% 239
2024
Q4 		$6.4M Buy
53,144
+47,781
+891% +$6.03M 0.06% 263
2024
Q3 		$651K Sell
5,363
-673
-11% -$78.2K 0.01% 1073
2024
Q2 		$612K Sell
6,036
-15,728
-72% -$1.54M 0.01% 746
2024
Q1 		$1.99M Sell
21,764
-53,688
-71% -$4.95M 0.03% 363
2023
Q4 		$7.1M Sell
75,452
-32,418
-30% -$2.99M 0.1% 200
2023
Q3 		$9.99M Sell
107,870
-5,838
-5% -$562K 0.15% 159
2023
Q2 		$11.1M Buy
113,708
+8,614
+8% +$823K 0.11% 193
2023
Q1 		$10.2M Buy
105,094
+9,118
+10% +$909K 0.08% 271
2022
Q4 		$9.71M Sell
95,976
-4,862
-5% -$459K 0.07% 296
2022
Q3 		$8.37M Sell
100,838
-78,456
-44% -$7.48M 0.06% 302
2022
Q2 		$17.7M Buy
+179,294
New +$18.3M 0.1% 218

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

INTECH Investment Management's PM Position: Q2 2026 in Review

INTECH Investment Management reduced its Philip Morris (PM) stake by 54% in Q2 2026, selling an estimated $18.6M and leaving 91,164 shares worth $16.5M. The position accounts for 0.15% of the portfolio, ranked #106.

INTECH Investment Management first reported a position in PM in Q2 2022 and has held it in 17 quarters since. The position peaked at $38.4M in Q4 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • INTECH Investment Management held 91,164 shares of Philip Morris worth $16.5M as of Q2 2026.
  • INTECH Investment Management sold 107,227 Philip Morris shares in Q2 2026, an estimated $18.6M.
  • Philip Morris made up 0.15% of INTECH Investment Management's portfolio in Q2 2026, its #106 holding.
  • INTECH Investment Management first reported a position in Philip Morris in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's Philip Morris position peaked at $38.4M in Q4 2025.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.