P
PM icon

&Partners’s Philip Morris PM Stock Holding History

&Partners’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 		$34.9M Buy
192,773
+9,307
+5% +$1.61M 0.14% 134
2026
Q1 		$30.3M Buy
183,466
+5,222
+3% +$907K 0.15% 126
2025
Q4 		$28.6M Buy
178,244
+34,821
+24% +$5.39M 0.15% 130
2025
Q3 		$23.3M Buy
143,423
+17,134
+14% +$2.88M 0.15% 136
2025
Q2 		$23M Buy
126,289
+24,889
+25% +$4.27M 0.18% 123
2025
Q1 		$15.7M Buy
101,400
+8,752
+9% +$1.24M 0.17% 127
2024
Q4 		$11.3M Buy
92,648
+24,756
+36% +$3.12M 0.14% 149
2024
Q3 		$8.24M Buy
67,892
+41,570
+158% +$4.83M 0.16% 142
2024
Q2 		$2.67M Buy
26,322
+20,530
+354% +$2.01M 0.12% 176
2024
Q1 		$515K Buy
5,792
+2,684
+86% +$248K 0.07% 263
2023
Q4 		$293K Buy
3,108
+581
+23% +$53.5K 0.07% 213
2023
Q3 		$234K Buy
2,527
+314
+14% +$30.2K 0.11% 144
2023
Q2 		$216K Buy
2,213
+8
+0.4% +$764 0.1% 161
2023
Q1 		$214K Sell
2,205
-10
-0.5% -$997 0.1% 159
2022
Q4 		$224K Buy
+2,215
New +$209K 0.11% 156
2022
Q3 		– Sell
-2,236
Closed -$221K – 195
2022
Q2 		$221K Buy
+2,236
New +$228K 0.13% 159
2020
Q1 		– Sell
-2,455
Closed -$209K – 167
2019
Q4 		$209K Sell
2,455
-1,791
-42% -$148K 0.25% 135
2019
Q3 		$322K Buy
4,246
+1
+0% +$79 0.42% 88
2019
Q2 		$333K Buy
4,245
+487
+13% +$40.2K 0.46% 74
2019
Q1 		$332K Buy
3,758
+108
+3% +$8.7K 0.48% 72
2018
Q4 		$244K Buy
+3,650
New +$305K 0.41% 89

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

&Partners's PM Position: Q2 2026 in Review

&Partners increased its Philip Morris (PM) stake by 5.1% in Q2 2026, buying an estimated $1.61M and bringing the position to 192,773 shares worth $34.9M. The position accounts for 0.14% of the portfolio, ranked #134.

&Partners first reported a position in PM in Q4 2018 and has held it in 21 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • &Partners held 192,773 shares of Philip Morris worth $34.9M as of Q2 2026.
  • &Partners bought 9,307 Philip Morris shares in Q2 2026, an estimated $1.61M.
  • Philip Morris made up 0.14% of &Partners's portfolio in Q2 2026, its #134 holding.
  • &Partners first reported a position in Philip Morris in Q4 2018 and has held it in 21 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.