Mercer Global Advisors
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Mercer Global Advisors’s Philip Morris PM Stock Holding History

Mercer Global Advisors’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 		$60.2M Buy
332,499
+43,776
+15% +$7.59M 0.07% 152
2026
Q1 		$47.7M Sell
288,723
-2,885
-1% -$501K 0.07% 162
2025
Q4 		$47.1M Buy
291,608
+55,936
+24% +$8.67M 0.07% 172
2025
Q3 		$37.1M Buy
+235,672
New +$39.7M 0.06% 188
2025
Q2 		– Sell
-204,853
Closed -$35.2M – 2352
2025
Q1 		$31.4M Sell
204,853
-32,061
-14% -$4.54M 0.07% 160
2024
Q4 		$23.4M Buy
236,914
+25,110
+12% +$3.17M 0.06% 184
2024
Q3 		$25.5M Buy
211,804
+13,882
+7% +$1.61M 0.06% 177
2024
Q2 		$20.1M Buy
197,922
+2,674
+1% +$261K 0.05% 192
2024
Q1 		$17.9M Sell
195,248
-10,791
-5% -$995K 0.05% 213
2023
Q4 		$19.4M Sell
206,039
-4,361
-2% -$402K 0.06% 198
2023
Q3 		$19.5M Sell
210,400
-30,111
-13% -$2.9M 0.07% 164
2023
Q2 		$23.5M Sell
240,511
-79,172
-25% -$7.56M 0.09% 150
2023
Q1 		$31.1M Sell
319,683
-6,156
-2% -$613K 0.14% 111
2022
Q4 		$33M Buy
325,839
+3,361
+1% +$317K 0.17% 94
2022
Q3 		$26.8M Buy
322,478
+4,319
+1% +$412K 0.16% 99
2022
Q2 		$31.4M Buy
318,159
+28,764
+10% +$2.93M 0.19% 83
2022
Q1 		$27.2M Buy
289,395
+42,158
+17% +$4.22M 0.16% 96
2021
Q4 		$23.5M Buy
247,237
+12,744
+5% +$1.19M 0.15% 110
2021
Q3 		$22.2M Buy
234,493
+58,697
+33% +$5.9M 0.16% 110
2021
Q2 		$17.4M Buy
175,796
+16,584
+10% +$1.59M 0.13% 123
2021
Q1 		$14.1M Buy
159,212
+16,645
+12% +$1.41M 0.13% 127
2020
Q4 		$11.8M Sell
142,567
-4,682
-3% -$364K 0.15% 108
2020
Q3 		$11M Buy
147,249
+2,153
+1% +$166K 0.17% 97
2020
Q2 		$10.2M Buy
145,096
+37,236
+35% +$2.72M 0.18% 83
2020
Q1 		$7.87M Buy
107,860
+3,414
+3% +$281K 0.17% 109
2019
Q4 		$8.89M Buy
104,446
+858
+0.8% +$70.7K 0.18% 109
2019
Q3 		$7.87M Buy
103,588
+664
+0.6% +$52.6K 0.19% 109
2019
Q2 		$8.08M Buy
102,924
+3,135
+3% +$259K 0.21% 96
2019
Q1 		$8.82M Buy
+99,789
New +$8.04M 0.32% 63

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

Mercer Global Advisors's PM Position: Q2 2026 in Review

Mercer Global Advisors increased its Philip Morris (PM) stake by 15% in Q2 2026, buying an estimated $7.59M and bringing the position to 332,499 shares worth $60.2M. The position accounts for 0.07% of the portfolio, ranked #152.

Mercer Global Advisors first reported a position in PM in Q1 2019 and has held it in 29 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Mercer Global Advisors held 332,499 shares of Philip Morris worth $60.2M as of Q2 2026.
  • Mercer Global Advisors bought 43,776 Philip Morris shares in Q2 2026, an estimated $7.59M.
  • Philip Morris made up 0.07% of Mercer Global Advisors's portfolio in Q2 2026, its #152 holding.
  • Mercer Global Advisors first reported a position in Philip Morris in Q1 2019 and has held it in 29 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.