Marshall Wace
PM icon

Marshall Wace’s Philip Morris PM Stock Holding History

Marshall Wace’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 		– Sell
-100
Closed -$16.5K – 3608
2026
Q1 		$16.5K Buy
+100
New +$17.4K ﹤0.01% 3065
2024
Q1 		– Sell
-71,700
Closed -$6.75M – 2730
2023
Q4 		$6.75M Buy
+71,700
New +$6.61M 0.01% 806
2023
Q3 		– Sell
-10,100
Closed -$986K – 2567
2023
Q2 		$986K Buy
+10,100
New +$965K ﹤0.01% 1720

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

Marshall Wace's PM Position: Q2 2026 in Review

Marshall Wace increased its Philip Morris (PM) stake by 209% in Q2 2026, buying an estimated $4.27M and bringing the position to 36,408 shares worth $6.59M. The position accounts for 0.01% of the portfolio, ranked #1234.

Marshall Wace first reported a position in PM in Q1 2014 and has held it in 31 quarters since. The position peaked at $130M in Q4 2016. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Marshall Wace held 36,408 shares of Philip Morris worth $6.59M as of Q2 2026.
  • Marshall Wace bought 24,628 Philip Morris shares in Q2 2026, an estimated $4.27M.
  • Philip Morris made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1234 holding.
  • Marshall Wace first reported a position in Philip Morris in Q1 2014 and has held it in 31 quarters since.
  • Marshall Wace's Philip Morris position peaked at $130M in Q4 2016.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.