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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's PM Position: Q1 2026 in Review

Marshall Wace opened a new position in Philip Morris (PM) in Q1 2026: 11,780 shares worth $1.95M. The stake represents ﹤0.01% of the portfolio and ranks #1802 among its holdings. This is a return to the name: Marshall Wace previously reported a position in PM as recently as Q4 2024.

Marshall Wace first reported a position in PM in Q1 2014 and has held it in 30 quarters since. The position peaked at $130M in Q4 2016. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Marshall Wace held 11,780 shares of Philip Morris worth $1.95M as of Q1 2026.
  • Philip Morris was a new Marshall Wace position in Q1 2026.
  • Philip Morris made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1802 holding.
  • Marshall Wace first reported a position in Philip Morris in Q1 2014 and has held it in 30 quarters since.
  • Marshall Wace's Philip Morris position peaked at $130M in Q4 2016.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.