Mitsubishi UFJ Morgan Stanley Securities’s Philip Morris PM Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$68.2K	Sell	377 -777	-67%	-$135K	0.21%	92
2026 Q1	$191K	Sell	1,154 -284	-20%	-$49.4K	0.47%	71
2025 Q4	$231K	Buy	+1,438	New	+$223K	0.36%	80
2024 Q2	–	Sell	-580	Closed	-$53.1K	–	28
2024 Q1	$53.1K	Sell	580 -4,066	-88%	-$375K	1.9%	16
2023 Q4	$437K	Sell	4,646 -2,414	-34%	-$222K	2.52%	15
2023 Q3	$654K	Buy	+7,060	New	+$679K	2.93%	18
2014 Q4	$5K	Hold	60	–	–	0.01%	254
2014 Q3	$5K	Sell	60 -70	-54%	-$5.92K	0.01%	228
2014 Q2	$11K	Buy	+130	New	+$11.2K	0.03%	172
2013 Q3	–	Sell	-10	Closed	-$1K	–	263
2013 Q2	$1K	Buy	+10	New	+$929	﹤0.01%	204

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's PM Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its Philip Morris (PM) stake by 67% in Q2 2026, selling an estimated $135K and leaving 377 shares worth $68.2K. The position accounts for 0.21% of the portfolio, ranked #92.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in PM in Q2 2013 and has held it in 10 quarters since. The position peaked at $654K in Q3 2023. 1,310 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 377 shares of Philip Morris worth $68.2K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 777 Philip Morris shares in Q2 2026, an estimated $135K.
Philip Morris made up 0.21% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #92 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Philip Morris in Q2 2013 and has held it in 10 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's Philip Morris position peaked at $654K in Q3 2023.
1,310 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.