NYLIM
PM icon

New York Life Investment Management’s Philip Morris PM Stock Holding History

New York Life 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 		$38.6M Sell
213,567
-25,840
-11% -$4.48M 0.27% 75
2026
Q1 		$39.6M Buy
239,407
+22,794
+11% +$3.96M 0.33% 57
2025
Q4 		$34.7M Buy
216,613
+7,600
+4% +$1.18M 0.3% 64
2025
Q3 		$33.9M Buy
209,013
+836
+0.4% +$141K 0.3% 61
2025
Q2 		$37.9M Buy
208,177
+3,727
+2% +$640K 0.35% 54
2025
Q1 		$32.5M Buy
204,450
+1,280
+0.6% +$181K 0.33% 54
2024
Q4 		$24.5M Buy
203,170
+1,749
+0.9% +$221K 0.24% 78
2024
Q3 		$24.5M Sell
201,421
-6,762
-3% -$786K 0.24% 83
2024
Q2 		$21.1M Buy
208,183
+1,485
+0.7% +$145K 0.21% 92
2024
Q1 		$18.9M Sell
206,698
-2,382
-1% -$220K 0.19% 99
2023
Q4 		$19.7M Sell
209,080
-1,587
-0.8% -$146K 0.2% 95
2023
Q3 		$19.5M Buy
210,667
+1,330
+0.6% +$128K 0.21% 87
2023
Q2 		$20.4M Buy
209,337
+35
+0% +$3.34K 0.21% 87
2023
Q1 		$20.4M Sell
209,302
-32,434
-13% -$3.23M 0.23% 96
2022
Q4 		$24.5M Sell
241,736
-583
-0.2% -$55K 0.28% 72
2022
Q3 		$20.1M Sell
242,319
-983
-0.4% -$93.7K 0.24% 85
2022
Q2 		$24M Buy
+243,302
New +$24.8M 0.28% 73
2015
Q2 		– Sell
-1,800
Closed -$136K – 268
2015
Q1 		$136K Buy
1,800
+700
+64% +$56.8K 0.02% 215
2014
Q4 		$90K Hold
1,100
– – 0.01% 244
2014
Q3 		$92K Hold
1,100
– – 0.02% 181
2014
Q2 		$93K Hold
1,100
– – 0.02% 183
2014
Q1 		$90K Hold
1,100
– – 0.02% 148
2013
Q4 		$96K Hold
1,100
– – 0.02% 130
2013
Q3 		$95K Hold
1,100
– – 0.03% 141
2013
Q2 		$95K Buy
+1,100
New +$102K 0.03% 130

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

New York Life Investment Management's PM Position: Q2 2026 in Review

New York Life Investment Management reduced its Philip Morris (PM) stake by 11% in Q2 2026, selling an estimated $4.48M and leaving 213,567 shares worth $38.6M. The position accounts for 0.27% of the portfolio, ranked #75.

New York Life Investment Management first reported a position in PM in Q2 2013 and has held it in 25 quarters since. The position peaked at $39.6M in Q1 2026. 2,343 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • New York Life Investment Management held 213,567 shares of Philip Morris worth $38.6M as of Q2 2026.
  • New York Life Investment Management sold 25,840 Philip Morris shares in Q2 2026, an estimated $4.48M.
  • Philip Morris made up 0.27% of New York Life Investment Management's portfolio in Q2 2026, its #75 holding.
  • New York Life Investment Management first reported a position in Philip Morris in Q2 2013 and has held it in 25 quarters since.
  • New York Life Investment Management's Philip Morris position peaked at $39.6M in Q1 2026.
  • 2,343 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.