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 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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Financial Group's PM Position: Q2 2026 in Review

Jefferies Financial Group reduced its Philip Morris (PM) stake by 44% in Q2 2026, selling an estimated $1.2M and leaving 8,795 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #774.

Jefferies Financial Group first reported a position in PM in Q4 2023 and has held it in 8 quarters since. The position peaked at $11.5M in Q3 2025. 2,936 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Jefferies Financial Group held 8,795 shares of Philip Morris worth $1.59M as of Q2 2026.
Jefferies Financial Group sold 6,893 Philip Morris shares in Q2 2026, an estimated $1.2M.
Philip Morris made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #774 holding.
Jefferies Financial Group first reported a position in Philip Morris in Q4 2023 and has held it in 8 quarters since.
Jefferies Financial Group's Philip Morris position peaked at $11.5M in Q3 2025.
2,936 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.