Jefferies Financial Group’s Philip Morris PM Stock Holding History

Jefferies Financial Group’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 Q3	$5.61M	Buy	29,403 +20,608	+234%	+$3.89M	0.04%	297
2026 Q2	$1.59M	Sell	8,795 -6,893	-44%	-$1.2M	0.01%	774
2026 Q1	$2.59M	Sell	15,688 -14,187	-47%	-$2.47M	0.02%	530
2025 Q4	$4.79M	Sell	29,875 -40,924	-58%	-$6.34M	0.02%	493
2025 Q3	$11.5M	Buy	70,799 +68,699	+3,271%	+$11.6M	0.05%	214
2025 Q2	$382K	Sell	2,100 -6,015	-74%	-$1.03M	﹤0.01%	964
2025 Q1	$1.29M	Buy	8,115 +7,683	+1,778%	+$1.09M	0.01%	718
2024 Q4	$52K	Buy	+432	New	+$54.5K	﹤0.01%	1499
2024 Q1	–	Sell	-10,499	Closed	-$988K	–	1943
2023 Q4	$988K	Buy	+10,499	New	+$967K	0.01%	957

Other funds holding PM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Jefferies Financial Group's PM Position: Q3 2026 in Review

Jefferies Financial Group increased its Philip Morris (PM) stake by 234% in Q3 2026, buying an estimated $3.89M and bringing the position to 29,403 shares worth $5.61M. The position accounts for 0.04% of the portfolio, ranked #297.

Jefferies Financial Group first reported a position in PM in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.5M in Q3 2025. 2,550 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Jefferies Financial Group held 29,403 shares of Philip Morris worth $5.61M as of Q3 2026.
Jefferies Financial Group bought 20,608 Philip Morris shares in Q3 2026, an estimated $3.89M.
Philip Morris made up 0.04% of Jefferies Financial Group's portfolio in Q3 2026, its #297 holding.
Jefferies Financial Group first reported a position in Philip Morris in Q4 2023 and has held it in 9 quarters since.
Jefferies Financial Group's Philip Morris position peaked at $11.5M in Q3 2025.
2,550 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.