LGT Group Foundation’s Philip Morris PM Stock Holding History

LGT Group Foundation’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	–	Sell	-15,693	Closed	-$2.54M	–	297
2025 Q4	$2.54M	Buy	15,693 +582	+4%	+$90.2K	0.03%	161
2025 Q3	$2.43M	Buy	15,111 +1,125	+8%	+$189K	0.03%	163
2025 Q2	$2.55M	Buy	+13,986	New	+$2.4M	0.03%	157
2024 Q1	–	Sell	-3,143	Closed	-$296K	–	271
2023 Q4	$296K	Hold	3,143	–	–	0.01%	226
2023 Q3	$287K	Buy	+3,143	New	+$302K	0.01%	232
2023 Q2	–	Sell	-2,525	Closed	-$246K	–	263
2023 Q1	$246K	Sell	2,525 -7,143	-74%	-$712K	0.01%	245
2022 Q4	$978K	Sell	9,668 -6,739	-41%	-$636K	0.03%	222
2022 Q3	$1.36M	Sell	16,407 -1,890	-10%	-$180K	0.05%	181
2022 Q2	$1.81M	Sell	18,297 -2,406	-12%	-$245K	0.06%	185
2022 Q1	$2M	Sell	20,703 -12,697	-38%	-$1.27M	0.05%	195
2021 Q4	$3.17M	Buy	+33,400	New	+$3.12M	0.08%	157

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

LGT Group Foundation's PM Position: Q1 2026 in Review

LGT Group Foundation sold out of Philip Morris (PM) in Q1 2026, closing a stake of 15,693 shares — an estimated $2.54M sold.

LGT Group Foundation first reported a position in PM in Q4 2021 and held it in 11 quarters. The position peaked at $3.17M in Q4 2021. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

LGT Group Foundation reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
LGT Group Foundation sold 15,693 Philip Morris shares in Q1 2026, an estimated $2.54M.
LGT Group Foundation first reported a position in Philip Morris in Q4 2021 and held it in 11 quarters.
LGT Group Foundation's Philip Morris position peaked at $3.17M in Q4 2021.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.