Pine Valley Investments’s Philip Morris PM Stock Holding History

Pine Valley Investments’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	$4.65M	Buy	25,701 +16,179	+170%	+$2.81M	0.18%	120
2026 Q1	$1.58M	Sell	9,522 -97	-1%	-$16.9K	0.07%	234
2025 Q4	$1.55M	Sell	9,619 -77	-0.8%	-$11.9K	0.07%	223
2025 Q3	$1.57M	Buy	9,696 +233	+2%	+$39.2K	0.08%	228
2025 Q2	$1.73M	Buy	9,463 +1,817	+24%	+$312K	0.1%	206
2025 Q1	$1.22M	Buy	7,646 +35	+0.5%	+$4.96K	0.07%	244
2024 Q4	$919K	Sell	7,611 -15,768	-67%	-$1.99M	0.06%	248
2024 Q3	$2.84M	Buy	23,379 +16,194	+225%	+$1.88M	0.17%	128
2024 Q2	$731K	Buy	7,185 +6	+0.1%	+$587	0.05%	262
2024 Q1	$661K	Sell	7,179 -699	-9%	-$64.5K	0.04%	272
2023 Q4	$745K	Sell	7,878 -27	-0.3%	-$2.49K	0.05%	249
2023 Q3	$736K	Buy	7,905 +472	+6%	+$45.4K	0.07%	239
2023 Q2	$729K	Sell	7,433 -2,044	-22%	-$195K	0.07%	222
2023 Q1	$301K	Buy	+9,477	New	+$944K	0.04%	219

Other funds holding PM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pine Valley Investments's PM Position: Q2 2026 in Review

Pine Valley Investments increased its Philip Morris (PM) stake by 170% in Q2 2026, buying an estimated $2.81M and bringing the position to 25,701 shares worth $4.65M. The position accounts for 0.18% of the portfolio, ranked #120.

Pine Valley Investments first reported a position in PM in Q1 2023 and has held it in 14 quarters since. 1,668 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Pine Valley Investments held 25,701 shares of Philip Morris worth $4.65M as of Q2 2026.
Pine Valley Investments bought 16,179 Philip Morris shares in Q2 2026, an estimated $2.81M.
Philip Morris made up 0.18% of Pine Valley Investments's portfolio in Q2 2026, its #120 holding.
Pine Valley Investments first reported a position in Philip Morris in Q1 2023 and has held it in 14 quarters since.
1,668 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.