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
2026 Q2	$19.6M	Buy	+108,082	New	+$18.7M	0.53%	37
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

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 $3.37T AUM 44.26% 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

Lighthouse Investment Partners's PM Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in Philip Morris (PM) in Q2 2026: 108,082 shares worth $19.6M. The stake represents 0.53% of the portfolio and ranks #37 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in PM as recently as Q3 2025.

Lighthouse Investment Partners first reported a position in PM in Q4 2022 and has held it in 10 quarters since. The position peaked at $55.9M in Q3 2023. 2,931 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Lighthouse Investment Partners held 108,082 shares of Philip Morris worth $19.6M as of Q2 2026.
Philip Morris was a new Lighthouse Investment Partners position in Q2 2026.
Philip Morris made up 0.53% of Lighthouse Investment Partners's portfolio in Q2 2026, its #37 holding.
Lighthouse Investment Partners first reported a position in Philip Morris in Q4 2022 and has held it in 10 quarters since.
Lighthouse Investment Partners's Philip Morris position peaked at $55.9M in Q3 2023.
2,931 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.