Schroder Investment Management Group’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
Q1 | $47.4M | Buy |
287,437
+11,131
| +4% | +$1.93M | 0.04% | 339 |
|
|
2025
Q4 | $44.7M | Sell |
276,306
-25,867
| -9% | -$4.01M | 0.03% | 335 |
|
|
2025
Q3 | $49.3M | Buy |
302,173
+27,979
| +10% | +$4.71M | 0.04% | 305 |
|
|
2025
Q2 | $49.9M | Sell |
274,194
-26,244
| -9% | -$4.51M | 0.04% | 291 |
|
|
2025
Q1 | $46.6M | Sell |
300,438
-15,871
| -5% | -$2.25M | 0.05% | 300 |
|
|
2024
Q4 | $38M | Sell |
316,309
-8,175
| -3% | -$1.03M | 0.04% | 363 |
|
|
2024
Q3 | $39.1M | Buy |
324,484
+375
| +0.1% | +$43.6K | 0.04% | 350 |
|
|
2024
Q2 | $32.8M | Sell |
324,109
-10,688
| -3% | -$1.04M | 0.04% | 370 |
|
|
2024
Q1 | $30.7M | Sell |
334,797
-41,737
| -11% | -$3.85M | 0.04% | 393 |
|
|
2023
Q4 | $35.4M | Sell |
376,534
-76,674
| -17% | -$7.06M | 0.05% | 356 |
|
|
2023
Q3 | $42M | Sell |
453,208
-32,706
| -7% | -$3.15M | 0.06% | 292 |
|
|
2023
Q2 | $47.4M | Sell |
485,914
-1,071
| -0.2% | -$102K | 0.07% | 289 |
|
|
2023
Q1 | $47.4M | Buy |
486,985
+4,943
| +1% | +$493K | 0.07% | 285 |
|
|
2022
Q4 | $48.8M | Buy |
482,042
+27,392
| +6% | +$2.58M | 0.08% | 265 |
|
|
2022
Q3 | $37.7M | Sell |
454,650
-22,509
| -5% | -$2.15M | 0.06% | 302 |
|
|
2022
Q2 | $47.5M | Sell |
477,159
-862,313
| -64% | -$87.9M | 0.07% | 264 |
|
|
2022
Q1 | $126M | Sell |
1,339,472
-41,500
| -3% | -$4.15M | 0.17% | 130 |
|
|
2021
Q4 | $131M | Sell |
1,380,972
-1,228,506
| -47% | -$115M | 0.17% | 120 |
|
|
2021
Q3 | $247M | Sell |
2,609,478
-1,153,481
| -31% | -$116M | 0.38% | 53 |
|
|
2021
Q2 | $373M | Sell |
3,762,959
-317,410
| -8% | -$30.5M | 0.47% | 39 |
|
|
2021
Q1 | $362M | Buy |
4,080,369
+690,709
| +20% | +$58.7M | 0.47% | 40 |
|
|
2020
Q4 | $281M | Sell |
3,389,660
-678,415
| -17% | -$52.8M | 0.4% | 45 |
|
|
2020
Q3 | $303M | Sell |
4,068,075
-75,967
| -2% | -$5.86M | 0.48% | 39 |
|
|
2020
Q2 | $290M | Buy |
4,144,042
+173,731
| +4% | +$12.7M | 0.53% | 32 |
|
|
2020
Q1 | $300M | Sell |
3,970,311
-734,492
| -16% | -$60.4M | 0.64% | 27 |
|
|
2019
Q4 | $400M | Sell |
4,704,803
-348,612
| -7% | -$28.7M | 0.65% | 24 |
|
|
2019
Q3 | $380M | Sell |
5,053,415
-1,488,398
| -23% | -$118M | 0.67% | 27 |
|
|
2019
Q2 | $514M | Sell |
6,541,813
-18,449
| -0.3% | -$1.52M | 0.93% | 15 |
|
|
2019
Q1 | $580M | Buy |
6,560,262
+389,172
| +6% | +$31.3M | 1.03% | 12 |
|
|
2018
Q4 | $412K | Buy |
6,171,090
+254,248
| +4% | +$21.2M | 0.75% | 22 |
|
|
2018
Q3 | $482M | Buy |
5,916,842
+2,048,754
| +53% | +$168M | 0.83% | 19 |
|
|
2018
Q2 | $316M | Buy |
3,868,088
+316,898
| +9% | +$26.9M | 0.55% | 31 |
|
|
2018
Q1 | $353M | Buy |
3,551,190
+736,915
| +26% | +$76.8M | 0.61% | 25 |
|
|
2017
Q4 | $297M | Buy |
2,814,275
+434,353
| +18% | +$46.3M | 0.49% | 36 |
|
|
2017
Q3 | $266M | Buy |
2,379,922
+344,023
| +17% | +$40M | 0.46% | 36 |
|
|
2017
Q2 | $238M | Buy |
2,035,899
+300,542
| +17% | +$34.8M | 0.43% | 45 |
|
|
2017
Q1 | $197M | Sell |
1,735,357
-106,650
| -6% | -$11M | 0.35% | 52 |
|
|
2016
Q4 | $169M | Buy |
1,842,007
+170,881
| +10% | +$15.8M | 0.32% | 64 |
|
|
2016
Q3 | $162M | Buy |
1,671,126
+23,208
| +1% | +$2.32M | 0.3% | 69 |
|
|
2016
Q2 | $168M | Buy |
1,647,918
+2,088
| +0.1% | +$208K | 0.34% | 62 |
|
|
2016
Q1 | $162M | Sell |
1,645,830
-547,601
| -25% | -$50.2M | 0.34% | 68 |
|
|
2015
Q4 | $193M | Sell |
2,193,431
-8,376
| -0.4% | -$727K | 0.4% | 56 |
|
|
2015
Q3 | $175M | Sell |
2,201,807
-173,272
| -7% | -$14.3M | 0.37% | 62 |
|
|
2015
Q2 | $190M | Buy |
2,375,079
+166,958
| +8% | +$13.7M | 0.37% | 65 |
|
|
2015
Q1 | $170M | Buy |
2,208,121
+142,691
| +7% | +$11.6M | 0.33% | 76 |
|
|
2014
Q4 | $168M | Buy |
2,065,430
+325,247
| +19% | +$27.9M | 0.33% | 84 |
|
|
2014
Q3 | $145M | Sell |
1,740,183
-101,684
| -6% | -$8.6M | 0.19% | 115 |
|
|
2014
Q2 | $155M | Sell |
1,841,867
-224,146
| -11% | -$19.3M | 0.19% | 104 |
|
|
2014
Q1 | $169M | Sell |
2,066,013
-289,845
| -12% | -$23.4M | 0.19% | 103 |
|
|
2013
Q4 | $205M | Buy |
2,355,858
+111,109
| +5% | +$9.7M | 0.26% | 71 |
|
|
2013
Q3 | $194M | Buy |
2,244,749
+439,619
| +24% | +$38.4M | 0.47% | 41 |
|
|
2013
Q2 | $156M | Buy |
+1,805,130
| New | +$168M | 0.41% | 55 |
|
Other funds holding PM
VCM
Schroder Investment Management Group's PM Position: Q1 2026 in Review
Schroder Investment Management Group increased its Philip Morris (PM) stake by 4% in Q1 2026, buying an estimated $1.93M and bringing the position to 287,437 shares worth $47.4M. The position accounts for 0.04% of the portfolio, ranked #339.
Schroder Investment Management Group first reported a position in PM in Q2 2013 and has held it in 52 quarters since. The position peaked at $580M in Q1 2019. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Schroder Investment Management Group held 287,437 shares of Philip Morris worth $47.4M as of Q1 2026.
- Schroder Investment Management Group bought 11,131 Philip Morris shares in Q1 2026, an estimated $1.93M.
- Philip Morris made up 0.04% of Schroder Investment Management Group's portfolio in Q1 2026, its #339 holding.
- Schroder Investment Management Group first reported a position in Philip Morris in Q2 2013 and has held it in 52 quarters since.
- Schroder Investment Management Group's Philip Morris position peaked at $580M in Q1 2019.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.