Jupiter Asset Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-55,543
| Closed | -$9.18M | – | 609 |
|
|
2026
Q1 | $9.18M | Sell |
55,543
-144,305
| -72% | -$25.1M | 0.05% | 287 |
|
|
2025
Q4 | $32.1M | Sell |
199,848
-286,806
| -59% | -$44.4M | 0.26% | 111 |
|
|
2025
Q3 | $78.9M | Buy |
486,654
+327,244
| +205% | +$55.1M | 0.68% | 37 |
|
|
2025
Q2 | $29M | Buy |
+159,410
| New | +$27.4M | 0.24% | 133 |
|
|
2022
Q4 | – | Sell |
-36,387
| Closed | -$3.02M | – | 547 |
|
|
2022
Q3 | $3.02M | Buy |
+36,387
| New | +$3.47M | 0.05% | 299 |
|
|
2022
Q1 | – | Sell |
-394,499
| Closed | -$37.2M | – | 595 |
|
|
2021
Q4 | $37.2M | Buy |
+394,499
| New | +$36.9M | 0.41% | 74 |
|
|
2021
Q3 | – | Sell |
-22,140
| Closed | -$2.19M | – | 628 |
|
|
2021
Q2 | $2.19M | Sell |
22,140
-58,072
| -72% | -$5.57M | 0.02% | 382 |
|
|
2021
Q1 | $7.12M | Sell |
80,212
-21,808
| -21% | -$1.85M | 0.07% | 263 |
|
|
2020
Q4 | $8.44M | Buy |
102,020
+14,651
| +17% | +$1.14M | 0.09% | 245 |
|
|
2020
Q3 | $6.55M | Buy |
+87,369
| New | +$6.74M | 0.07% | 269 |
|
|
2018
Q4 | – | Sell |
-50,567
| Closed | -$4.12M | – | 246 |
|
|
2018
Q3 | $4.12M | Sell |
50,567
-22,249
| -31% | -$1.83M | 0.12% | 176 |
|
|
2018
Q2 | $5.88M | Buy |
72,816
+36,816
| +102% | +$3.12M | 0.17% | 148 |
|
|
2018
Q1 | $3.58M | Hold |
36,000
| – | – | 0.11% | 184 |
|
|
2017
Q4 | $3.8M | Hold |
36,000
| – | – | 0.11% | 182 |
|
|
2017
Q3 | $4M | Hold |
36,000
| – | – | 0.14% | 163 |
|
|
2017
Q2 | $4.23M | Sell |
36,000
-17,786
| -33% | -$2.06M | 0.15% | 158 |
|
|
2017
Q1 | $6.07M | Buy |
53,786
+15,000
| +39% | +$1.55M | 0.22% | 111 |
|
|
2016
Q4 | $3.55M | Hold |
38,786
| – | – | 0.13% | 170 |
|
|
2016
Q3 | $3.77M | Sell |
38,786
-95,359
| -71% | -$9.55M | 0.14% | 166 |
|
|
2016
Q2 | $13.6M | Sell |
134,145
-2,700
| -2% | -$269K | 0.52% | 48 |
|
|
2016
Q1 | $13.4M | Sell |
136,845
-40,600
| -23% | -$3.72M | 0.51% | 51 |
|
|
2015
Q4 | $15.6M | Sell |
177,445
-29,400
| -14% | -$2.55M | 0.57% | 41 |
|
|
2015
Q3 | $16.4M | Sell |
206,845
-5,100
| -2% | -$420K | 0.64% | 37 |
|
|
2015
Q2 | $17M | Buy |
211,945
+60,500
| +40% | +$4.98M | 0.6% | 35 |
|
|
2015
Q1 | $11.4M | Buy |
151,445
+72,000
| +91% | +$5.84M | 0.4% | 66 |
|
|
2014
Q4 | $6.47M | Sell |
79,445
-1,000
| -1% | -$85.9K | 0.21% | 125 |
|
|
2014
Q3 | $6.71M | Sell |
80,445
-500
| -0.6% | -$42.3K | 0.22% | 96 |
|
|
2014
Q2 | $6.82M | Sell |
80,945
-400
| -0.5% | -$34.4K | 0.22% | 110 |
|
|
2014
Q1 | $6.66M | Sell |
81,345
-1,402
| -2% | -$113K | 0.21% | 126 |
|
|
2013
Q4 | $7.21M | Sell |
82,747
-5,609
| -6% | -$490K | 0.28% | 112 |
|
|
2013
Q3 | $7.65M | Buy |
88,356
+1,234
| +1% | +$108K | 0.34% | 97 |
|
|
2013
Q2 | $7.55M | Buy |
+87,122
| New | +$8.1M | 0.34% | 101 |
|
Other funds holding PM
Jupiter Asset Management's PM Position: Q2 2026 in Review
Jupiter Asset Management sold out of Philip Morris (PM) in Q2 2026, closing a stake of 55,543 shares — an estimated $9.18M sold.
Jupiter Asset Management first reported a position in PM in Q2 2013 and held it in 32 quarters. The position peaked at $78.9M in Q3 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Jupiter Asset Management reported no remaining Philip Morris position as of Q2 2026 after selling out during the quarter.
- Jupiter Asset Management sold 55,543 Philip Morris shares in Q2 2026, an estimated $9.18M.
- Jupiter Asset Management first reported a position in Philip Morris in Q2 2013 and held it in 32 quarters.
- Jupiter Asset Management's Philip Morris position peaked at $78.9M in Q3 2025.
- 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.