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 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 $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

Jefferies Financial Group's PM Position: Q1 2026 in Review

Jefferies Financial Group reduced its Philip Morris (PM) stake by 47% in Q1 2026, selling an estimated $2.47M and leaving 15,688 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #530.

Jefferies Financial Group first reported a position in PM in Q4 2023 and has held it in 7 quarters since. The position peaked at $11.5M in Q3 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Jefferies Financial Group held 15,688 shares of Philip Morris worth $2.59M as of Q1 2026.
Jefferies Financial Group sold 14,187 Philip Morris shares in Q1 2026, an estimated $2.47M.
Philip Morris made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #530 holding.
Jefferies Financial Group first reported a position in Philip Morris in Q4 2023 and has held it in 7 quarters since.
Jefferies Financial Group's Philip Morris position peaked at $11.5M in Q3 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.