NS Partners’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31.9M Sell
176,470
-3,122
-2% -$541K 1.37% 24
2026
Q1
$29.7M Buy
179,592
+74,661
+71% +$13M 1.33% 28
2025
Q4
$16.8M Buy
104,931
+6,555
+7% +$1.02M 0.66% 43
2025
Q3
$16M Buy
98,376
+11,437
+13% +$1.92M 0.62% 49
2025
Q2
$15.8M Sell
86,939
-2,580
-3% -$443K 0.65% 47
2025
Q1
$14.2M Buy
89,519
+246
+0.3% +$34.8K 0.62% 54
2024
Q4
$10.7M Sell
89,273
-1,701
-2% -$215K 0.44% 58
2024
Q3
$11M Buy
90,974
+1,196
+1% +$139K 0.47% 59
2024
Q2
$9.1M Sell
89,778
-1,209
-1% -$118K 0.41% 58
2024
Q1
$8.34M Sell
90,987
-2,366
-3% -$218K 0.38% 61
2023
Q4
$8.78M Sell
93,353
-237
-0.3% -$21.8K 0.43% 64
2023
Q3
$8.66M Sell
93,590
-130
-0.1% -$12.5K 0.47% 62
2023
Q2
$9.15M Sell
93,720
-1,369
-1% -$131K 0.48% 60
2023
Q1
$9.25M Sell
95,089
-4,657
-5% -$464K 0.52% 59
2022
Q4
$10.1M Buy
99,746
+732
+0.7% +$69.1K 0.61% 59
2022
Q3
$8.22M Buy
99,014
+2,650
+3% +$253K 0.53% 61
2022
Q2
$9.52M Sell
96,364
-6,371
-6% -$650K 0.58% 61
2022
Q1
$9.65M Buy
102,735
+763
+0.7% +$76.3K 0.51% 62
2021
Q4
$9.69M Sell
101,972
-9,744
-9% -$911K 0.45% 66
2021
Q3
$10.6M Sell
111,716
-548
-0.5% -$55.1K 0.54% 62
2021
Q2
$11.1M Sell
112,264
-10,160
-8% -$975K 0.59% 58
2021
Q1
$10.9M Sell
122,424
-29,916
-20% -$2.54M 0.63% 58
2020
Q4
$12.6M Sell
152,340
-80,574
-35% -$6.27M 0.74% 54
2020
Q3
$17.5M Sell
232,914
-1,423
-0.6% -$110K 1.15% 37
2020
Q2
$16.4M Buy
234,337
+920
+0.4% +$67.1K 1.21% 33
2020
Q1
$17M Buy
233,417
+8,743
+4% +$720K 1.58% 24
2019
Q4
$19.1M Buy
224,674
+8,839
+4% +$728K 1.52% 24
2019
Q3
$16.4M Buy
215,835
+9,412
+5% +$746K 1.48% 26
2019
Q2
$16.2M Buy
206,423
+1,351
+0.7% +$112K 1.49% 25
2019
Q1
$18.1M Buy
205,072
+884
+0.4% +$71.2K 1.68% 22
2018
Q4
$13.6M Buy
204,188
+54,042
+36% +$4.51M 1.46% 24
2018
Q3
$12.2M Buy
150,146
+5,680
+4% +$466K 1.17% 33
2018
Q2
$11.7M Buy
144,466
+13,800
+11% +$1.17M 1.2% 32
2018
Q1
$13M Buy
130,666
+1,239
+1% +$129K 1.39% 24
2017
Q4
$13.7M Buy
129,427
+3,965
+3% +$422K 1.5% 18
2017
Q3
$13.9M Sell
125,462
-89
-0.1% -$10.4K 1.66% 15
2017
Q2
$14.7M Sell
125,551
-28,331
-18% -$3.28M 1.93% 11
2017
Q1
$17.4M Buy
153,882
+96,460
+168% +$9.95M 2.5% 4
2016
Q4
$5.25M Sell
57,422
-434
-0.8% -$40.2K 0.82% 53
2016
Q3
$5.63M Buy
57,856
+3,664
+7% +$367K 0.92% 45
2016
Q2
$5.51M Buy
54,192
+862
+2% +$86K 0.94% 45
2016
Q1
$5.23M Buy
53,330
+985
+2% +$90.3K 0.94% 43
2015
Q4
$4.6M Buy
+52,345
New +$4.54M 0.82% 57

Other funds holding PM

NS Partners's PM Position: Q2 2026 in Review

NS Partners reduced its Philip Morris (PM) stake by 1.7% in Q2 2026, selling an estimated $541K and leaving 176,470 shares worth $31.9M. The position accounts for 1.37% of the portfolio, ranked #24.

NS Partners first reported a position in PM in Q4 2015 and has held it in 43 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • NS Partners held 176,470 shares of Philip Morris worth $31.9M as of Q2 2026.
  • NS Partners sold 3,122 Philip Morris shares in Q2 2026, an estimated $541K.
  • Philip Morris made up 1.37% of NS Partners's portfolio in Q2 2026, its #24 holding.
  • NS Partners first reported a position in Philip Morris in Q4 2015 and has held it in 43 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on NS Partners's 13F filing for Q2 2026, filed 13 Aug 2026.