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LMR Partners’s Philip Morris PM Stock Holding History

LMR 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 		$363K Buy
+2,005
New +$348K ﹤0.01% 1231
2025
Q4 		– Sell
-159
Closed -$24.6K – 1680
2025
Q3 		$25.8K Sell
159
-34,356
-100% -$5.78M ﹤0.01% 1344
2025
Q2 		$6.29M Sell
34,515
-35,985
-51% -$6.18M 0.05% 387
2025
Q1 		$11.2M Sell
70,500
-67,850
-49% -$9.61M 0.1% 215
2024
Q4 		$16.7M Buy
138,350
+88,348
+177% +$11.1M 0.14% 145
2024
Q3 		$6.07M Buy
+50,002
New +$5.81M 0.05% 315
2021
Q3 		– Sell
-228,391
Closed -$22.6M – 1151
2021
Q2 		$22.6M Buy
228,391
+17,164
+8% +$1.65M 0.34% 62
2021
Q1 		$18.7M Buy
211,227
+12,677
+6% +$1.08M 0.47% 45
2020
Q4 		$16.4M Buy
+198,550
New +$15.5M 0.26% 48
2020
Q1 		– Sell
-6,866
Closed -$584K – 403
2019
Q4 		$584K Buy
+6,866
New +$566K ﹤0.01% 280
2019
Q2 		– Sell
-36,925
Closed -$3.26M – 551
2019
Q1 		$3.26M Buy
+36,925
New +$2.97M 0.17% 92
2018
Q4 		– Sell
-7,985
Closed -$651K – 453
2018
Q3 		$651K Buy
+7,985
New +$655K 0.04% 163
2017
Q4 		– Sell
-4,706
Closed -$522K – 388
2017
Q3 		$522K Sell
4,706
-16,685
-78% -$1.94M 0.06% 180
2017
Q2 		$2.51M Buy
21,391
+15,671
+274% +$1.81M 0.16% 133
2017
Q1 		$646K Buy
+5,720
New +$590K 0.06% 180
2016
Q4 		– Sell
-5,918
Closed -$575K – 388
2016
Q3 		$575K Buy
+5,918
New +$593K 0.05% 255
2016
Q2 		– Sell
-8,034
Closed -$788K – 568
2016
Q1 		$788K Buy
+8,034
New +$737K 0.09% 210
2014
Q2 		– Sell
-6,336
Closed -$519K – 534
2014
Q1 		$519K Buy
+6,336
New +$512K 0.07% 128

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LMR Partners's PM Position: Q2 2026 in Review

LMR Partners opened a new position in Philip Morris (PM) in Q2 2026: 2,005 shares worth $363K. The stake represents ﹤0.01% of the portfolio and ranks #1231 among its holdings. This is a return to the name: LMR Partners previously reported a position in PM as recently as Q3 2025.

LMR Partners first reported a position in PM in Q1 2014 and has held it in 18 quarters since. The position peaked at $22.6M in Q2 2021. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • LMR Partners held 2,005 shares of Philip Morris worth $363K as of Q2 2026.
  • Philip Morris was a new LMR Partners position in Q2 2026.
  • Philip Morris made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1231 holding.
  • LMR Partners first reported a position in Philip Morris in Q1 2014 and has held it in 18 quarters since.
  • LMR Partners's Philip Morris position peaked at $22.6M in Q2 2021.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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