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 Q1	–	Sell	-200	Closed	-$32.1K	–	1781
2025 Q4	$32.1K	Hold	200	–	–	﹤0.01%	1395
2025 Q3	$32.4K	Hold	200	–	–	﹤0.01%	1331
2025 Q2	$36.4K	Buy	+200	New	+$34.3K	﹤0.01%	1233
2025 Q1	–	Sell	-3,200	Closed	-$385K	–	1583
2024 Q4	$385K	Sell	3,200 -9,600	-75%	-$1.21M	﹤0.01%	868
2024 Q3	$1.55M	Hold	12,800	–	–	0.01%	663
2024 Q2	$1.3M	Hold	12,800	–	–	0.01%	625
2024 Q1	$1.17M	Hold	12,800	–	–	0.01%	640
2023 Q4	$1.2M	Buy	+12,800	New	+$1.18M	0.01%	547

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 $3.38T AUM 44.17% 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

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. 2,937 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.
2,937 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.