Stephen Yacktman’s Philip Morris PM Stock Holding History

Stephen Yacktman’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	$905K	Sell	5,000 -900	-15%	-$156K	0.01%	66
2026 Q1	$976K	Sell	5,900 -400	-6%	-$69.5K	0.01%	70
2025 Q4	$1.01M	Hold	6,300	–	–	0.01%	66
2025 Q3	$1.02M	Sell	6,300 -400	-6%	-$67.3K	0.01%	64
2025 Q2	$1.22M	Sell	6,700 -601	-8%	-$103K	0.02%	62
2025 Q1	$1.16M	Hold	7,301	–	–	0.02%	61
2024 Q4	$879K	Hold	7,301	–	–	0.01%	64
2024 Q3	$886K	Hold	7,301	–	–	0.01%	65
2024 Q2	$740K	Hold	7,301	–	–	0.01%	69
2024 Q1	$669K	Hold	7,301	–	–	0.01%	70
2023 Q4	$687K	Hold	7,301	–	–	0.01%	68
2023 Q3	$676K	Hold	7,301	–	–	0.01%	67
2023 Q2	$713K	Sell	7,301 -1,700	-19%	-$162K	0.01%	65
2023 Q1	$875K	Sell	9,001 -800	-8%	-$79.7K	0.01%	66
2022 Q4	$992K	Sell	9,801 -7,200	-42%	-$679K	0.01%	65
2022 Q3	$1.41M	Hold	17,001	–	–	0.02%	63
2022 Q2	$1.68M	Sell	17,001 -4,000	-19%	-$408K	0.02%	58
2022 Q1	$1.97M	Sell	21,001 -1,000	-5%	-$100K	0.02%	58
2021 Q4	$2.09M	Sell	22,001 -126	-0.6%	-$11.8K	0.02%	58
2021 Q3	$2.1M	Sell	22,127 -1,374	-6%	-$138K	0.02%	57
2021 Q2	$2.33M	Hold	23,501	–	–	0.02%	58
2021 Q1	$2.08M	Hold	23,501	–	–	0.02%	56
2020 Q4	$1.95M	Hold	23,501	–	–	0.02%	53
2020 Q3	$1.76M	Hold	23,501	–	–	0.03%	51
2020 Q2	$1.65M	Hold	23,501	–	–	0.03%	53
2020 Q1	$1.72M	Sell	23,501 -1,325	-5%	-$109K	0.03%	49
2019 Q4	$2.11M	Buy	24,826 +1,325	+6%	+$109K	0.03%	41
2019 Q3	$1.78M	Hold	23,501	–	–	0.02%	40
2019 Q2	$1.85M	Sell	23,501 -2,500	-10%	-$207K	0.02%	39
2019 Q1	$2.3M	Hold	26,001	–	–	0.03%	36
2018 Q4	$1.74M	Sell	26,001 -1,800	-6%	-$150K	0.02%	34
2018 Q3	$2.27M	Sell	27,801 -200	-0.7%	-$16.4K	0.03%	32
2018 Q2	$2.26M	Hold	28,001	–	–	0.03%	32
2018 Q1	$2.78M	Sell	28,001 -300	-1%	-$31.2K	0.03%	37
2017 Q4	$2.99M	Sell	28,301 -100	-0.4%	-$10.7K	0.03%	36
2017 Q3	$3.15M	Hold	28,401	–	–	0.03%	38
2017 Q2	$3.34M	Sell	28,401 -100	-0.4%	-$11.6K	0.03%	37
2017 Q1	$3.22M	Hold	28,501	–	–	0.03%	36
2016 Q4	$2.61M	Hold	28,501	–	–	0.02%	39
2016 Q3	$2.77M	Hold	28,501	–	–	0.02%	40
2016 Q2	$2.9M	Sell	28,501 -283	-1%	-$28.2K	0.02%	40
2016 Q1	$2.82M	Hold	28,784	–	–	0.02%	40
2015 Q4	$2.53M	Hold	28,784	–	–	0.02%	39
2015 Q3	$2.28M	Hold	28,784	–	–	0.02%	38
2015 Q2	$2.31M	Sell	28,784 -605	-2%	-$49.8K	0.01%	39
2015 Q1	$2.21M	Hold	29,389	–	–	0.01%	41
2014 Q4	$2.39M	Sell	29,389 -300	-1%	-$25.8K	0.01%	42
2014 Q3	$2.48M	Hold	29,689	–	–	0.01%	42
2014 Q2	$2.5M	Hold	29,689	–	–	0.01%	43
2014 Q1	$2.43M	Sell	29,689 -9,000	-23%	-$727K	0.01%	45
2013 Q4	$3.37M	Hold	38,689	–	–	0.01%	47
2013 Q3	$3.35M	Sell	38,689 -1,000	-3%	-$87.4K	0.01%	49
2013 Q2	$3.44M	Buy	+39,689	New	+$3.69M	0.02%	48

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephen Yacktman's PM Position: Q2 2026 in Review

Stephen Yacktman reduced its Philip Morris (PM) stake by 15% in Q2 2026, selling an estimated $156K and leaving 5,000 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #66.

Stephen Yacktman first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.44M in Q2 2013. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Stephen Yacktman held 5,000 shares of Philip Morris worth $905K as of Q2 2026.
Stephen Yacktman sold 900 Philip Morris shares in Q2 2026, an estimated $156K.
Philip Morris made up 0.01% of Stephen Yacktman's portfolio in Q2 2026, its #66 holding.
Stephen Yacktman first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
Stephen Yacktman's Philip Morris position peaked at $3.44M in Q2 2013.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.