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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
2025
Q1 		– Sell
-11,300
Closed -$1.36M – 1915
2024
Q4 		$1.36M Buy
+11,300
New +$1.43M 0.01% 790

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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.