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Mesirow Financial Investment Management’s Philip Morris PM Stock Holding History

Mesirow Financial Investment Management’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 		$9.31M Sell
51,473
-57,665
-53% -$10M 0.15% 115
2026
Q1 		$18M Buy
109,138
+54,313
+99% +$9.44M 0.29% 81
2025
Q4 		$8.79M Sell
54,825
-5,773
-10% -$894K 0.18% 102
2025
Q3 		$9.83M Buy
60,598
+3,116
+5% +$524K 0.18% 108
2025
Q2 		$10.5M Buy
57,482
+465
+0.8% +$79.9K 0.2% 105
2025
Q1 		$9.05M Buy
57,017
+545
+1% +$77.2K 0.18% 109
2024
Q4 		$6.8M Buy
56,472
+3,298
+6% +$416K 0.14% 120
2024
Q3 		$6.46M Buy
53,174
+1,266
+2% +$147K 0.12% 121
2024
Q2 		$5.26M Sell
51,908
-276
-0.5% -$27K 0.12% 123
2024
Q1 		$4.78M Buy
52,184
+9,751
+23% +$899K 0.11% 126
2023
Q4 		$3.57M Buy
+42,433
New +$3.91M 0.13% 111

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

Mesirow Financial Investment Management's PM Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Philip Morris (PM) stake by 53% in Q2 2026, selling an estimated $10M and leaving 51,473 shares worth $9.31M. The position accounts for 0.15% of the portfolio, ranked #115.

Mesirow Financial Investment Management first reported a position in PM in Q4 2023 and has held it in 11 quarters since. The position peaked at $18M in Q1 2026. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Mesirow Financial Investment Management held 51,473 shares of Philip Morris worth $9.31M as of Q2 2026.
  • Mesirow Financial Investment Management sold 57,665 Philip Morris shares in Q2 2026, an estimated $10M.
  • Philip Morris made up 0.15% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #115 holding.
  • Mesirow Financial Investment Management first reported a position in Philip Morris in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Philip Morris position peaked at $18M in Q1 2026.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.