Stifel Financial
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Stifel Financial’s Philip Morris PM Stock Holding History

Stifel Financial’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
2015
Q1 		– Sell
-4,700
Closed -$377K – 2370
2014
Q4 		$377K Buy
+4,700
New +$404K ﹤0.01% 1745

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's PM Position: Q1 2026 in Review

Stifel Financial increased its Philip Morris (PM) stake by 1.1% in Q1 2026, buying an estimated $2.66M and bringing the position to 1,373,401 shares worth $227M. The position accounts for 0.21% of the portfolio, ranked #113.

Stifel Financial first reported a position in PM in Q1 2014 and has held it in 49 quarters since. The position peaked at $246M in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Stifel Financial held 1,373,401 shares of Philip Morris worth $227M as of Q1 2026.
  • Stifel Financial bought 15,320 Philip Morris shares in Q1 2026, an estimated $2.66M.
  • Philip Morris made up 0.21% of Stifel Financial's portfolio in Q1 2026, its #113 holding.
  • Stifel Financial first reported a position in Philip Morris in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Philip Morris position peaked at $246M in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.