Jacobs Levy Equity Management’s Philip Morris PM Stock Holding History

Jacobs Levy Equity 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
2025 Q2	–	Sell	-104,425	Closed	-$16.6M	–	1139
2025 Q1	$16.6M	Buy	+104,425	New	+$14.8M	0.07%	252
2021 Q2	–	Sell	-44,788	Closed	-$3.97M	–	1098
2021 Q1	$3.97M	Sell	44,788 -46,350	-51%	-$3.94M	0.03%	465
2020 Q4	$7.54M	Buy	91,138 +70,394	+339%	+$5.48M	0.07%	319
2020 Q3	$1.56M	Buy	20,744 +17,308	+504%	+$1.34M	0.02%	565
2020 Q2	$241K	Buy	+3,436	New	+$251K	﹤0.01%	921
2019 Q2	–	Sell	-2,570	Closed	-$227K	–	1009
2019 Q1	$227K	Sell	2,570 -148,522	-98%	-$12M	﹤0.01%	878
2018 Q4	$10.1M	Sell	151,092 -132,910	-47%	-$11.1M	0.18%	138
2018 Q3	$23.2M	Sell	284,002 -153,950	-35%	-$12.6M	0.33%	85
2018 Q2	$35.4M	Buy	437,952 +166,090	+61%	+$14.1M	0.56%	24
2018 Q1	$27M	Sell	271,862 -129,802	-32%	-$13.5M	0.45%	54
2017 Q4	$42.4M	Buy	401,664 +126,952	+46%	+$13.5M	0.75%	8
2017 Q3	$30.5M	Buy	274,712 +246,162	+862%	+$28.6M	0.59%	25
2017 Q2	$3.35M	Buy	28,550 +9,600	+51%	+$1.11M	0.07%	312
2017 Q1	$2.14M	Sell	18,950 -238,630	-93%	-$24.6M	0.04%	408
2016 Q4	$23.6M	Buy	257,580 +176,590	+218%	+$16.4M	0.46%	56
2016 Q3	$7.87M	Buy	80,990 +31,140	+62%	+$3.12M	0.14%	193
2016 Q2	$5.07M	Buy	+49,850	New	+$4.97M	0.11%	238
2015 Q1	–	Sell	-15,130	Closed	-$1.23M	–	853
2014 Q4	$1.23M	Sell	15,130 -133,410	-90%	-$11.5M	0.02%	466
2014 Q3	$12.4M	Buy	148,540 +37,770	+34%	+$3.19M	0.21%	148
2014 Q2	$9.34M	Sell	110,770 -5,240	-5%	-$451K	0.15%	183
2014 Q1	$9.5M	Sell	116,010 -63,930	-36%	-$5.17M	0.16%	180
2013 Q4	$15.7M	Buy	179,940 +62,500	+53%	+$5.46M	0.24%	134
2013 Q3	$10.2M	Buy	117,440 +114,600	+4,035%	+$10M	0.17%	171
2013 Q2	$246K	Buy	+2,840	New	+$264K	﹤0.01%	863

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Jacobs Levy Equity Management's PM Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of Philip Morris (PM) in Q2 2025, closing a stake of 104,425 shares — an estimated $16.6M sold.

Jacobs Levy Equity Management first reported a position in PM in Q2 2013 and held it in 24 quarters. The position peaked at $42.4M in Q4 2017. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Jacobs Levy Equity Management reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 104,425 Philip Morris shares in Q2 2025, an estimated $16.6M.
Jacobs Levy Equity Management first reported a position in Philip Morris in Q2 2013 and held it in 24 quarters.
Jacobs Levy Equity Management's Philip Morris position peaked at $42.4M in Q4 2017.
2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.