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NEOS Investment Management’s Philip Morris PM Stock Holding History

NEOS 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 		$46M Buy
254,266
+25,828
+11% +$4.48M 0.17% 106
2026
Q1 		$37.8M Buy
228,438
+13,891
+6% +$2.41M 0.19% 93
2025
Q4 		$34.4M Buy
214,547
+20,629
+11% +$3.2M 0.2% 92
2025
Q3 		$31.5M Buy
193,918
+64,808
+50% +$10.9M 0.24% 77
2025
Q2 		$23.5M Buy
129,110
+26,751
+26% +$4.59M 0.29% 65
2025
Q1 		$16.2M Buy
102,359
+8,875
+9% +$1.26M 0.31% 68
2024
Q4 		$11.3M Buy
93,484
+22,399
+32% +$2.83M 0.27% 69
2024
Q3 		$8.63M Buy
71,085
+14,616
+26% +$1.7M 0.26% 77
2024
Q2 		$5.72M Buy
56,469
+17,928
+47% +$1.75M 0.24% 78
2024
Q1 		$3.53M Buy
38,541
+16,544
+75% +$1.53M 0.22% 89
2023
Q4 		$2.07M Buy
21,997
+6,310
+40% +$581K 0.2% 102
2023
Q3 		$1.45M Buy
+15,687
New +$1.51M 0.19% 117

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

NEOS Investment Management's PM Position: Q2 2026 in Review

NEOS Investment Management increased its Philip Morris (PM) stake by 11% in Q2 2026, buying an estimated $4.48M and bringing the position to 254,266 shares worth $46M. The position accounts for 0.17% of the portfolio, ranked #106.

NEOS Investment Management first reported a position in PM in Q3 2023 and has held it in 12 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • NEOS Investment Management held 254,266 shares of Philip Morris worth $46M as of Q2 2026.
  • NEOS Investment Management bought 25,828 Philip Morris shares in Q2 2026, an estimated $4.48M.
  • Philip Morris made up 0.17% of NEOS Investment Management's portfolio in Q2 2026, its #106 holding.
  • NEOS Investment Management first reported a position in Philip Morris in Q3 2023 and has held it in 12 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.