Lighthouse Investment Partners’s Philip Morris PM Stock Holding History

Lighthouse Investment Partners’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 Q4	–	Sell	-51,618	Closed	-$8.37M	–	1007
2025 Q3	$8.37M	Buy	+51,618	New	+$8.68M	0.25%	108
2025 Q2	–	Sell	-25,843	Closed	-$4.1M	–	664
2025 Q1	$4.1M	Buy	+25,843	New	+$3.66M	0.17%	173
2024 Q4	–	Sell	-3,946	Closed	-$479K	–	611
2024 Q3	$479K	Buy	3,946 +728	+23%	+$84.6K	0.02%	379
2024 Q2	$326K	Sell	3,218 -36,677	-92%	-$3.59M	0.01%	356
2024 Q1	$3.66M	Sell	39,895 -419,719	-91%	-$38.7M	0.17%	164
2023 Q4	$43.2M	Sell	459,614 -144,482	-24%	-$13.3M	1.96%	5
2023 Q3	$55.9M	Buy	604,096 +45,909	+8%	+$4.42M	2.28%	5
2023 Q2	$54.5M	Buy	+558,187	New	+$53.3M	2.9%	4
2023 Q1	–	Sell	-145,000	Closed	-$14.7M	–	356
2022 Q4	$14.7M	Buy	+145,000	New	+$13.7M	1.62%	8

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lighthouse Investment Partners's PM Position: Q4 2025 in Review

Lighthouse Investment Partners sold out of Philip Morris (PM) in Q4 2025, closing a stake of 51,618 shares — an estimated $8.37M sold.

Lighthouse Investment Partners first reported a position in PM in Q4 2022 and held it in 9 quarters. The position peaked at $55.9M in Q3 2023. 2,806 funds tracked by Wall St. Rank hold PM as of Q4 2025.

Lighthouse Investment Partners reported no remaining Philip Morris position as of Q4 2025 after selling out during the quarter.
Lighthouse Investment Partners sold 51,618 Philip Morris shares in Q4 2025, an estimated $8.37M.
Lighthouse Investment Partners first reported a position in Philip Morris in Q4 2022 and held it in 9 quarters.
Lighthouse Investment Partners's Philip Morris position peaked at $55.9M in Q3 2023.
2,806 funds tracked by Wall St. Rank held Philip Morris as of Q4 2025.

Based on Lighthouse Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.