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StoneX Group’s Philip Morris PM Stock Holding History

StoneX Group’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
Q1 		$5.03M Sell
30,167
-7,130
-19% -$1.24M 0.27% 66
2025
Q4 		$6.04M Buy
37,297
+1,424
+4% +$221K 0.26% 72
2025
Q3 		$5.82M Sell
35,873
-2,874
-7% -$484K 0.25% 78
2025
Q2 		$7.11M Sell
38,747
-3,594
-8% -$617K 0.35% 53
2025
Q1 		$6.77M Buy
42,341
+2,099
+5% +$297K 0.37% 52
2024
Q4 		$4.89M Buy
+40,242
New +$5.08M 0.27% 79
2022
Q2 		– Sell
-10,290
Closed -$979K – 686
2022
Q1 		$979K Buy
10,290
+1,879
+22% +$188K 0.09% 190
2021
Q4 		$810K Buy
8,411
+3,131
+59% +$293K 0.09% 206
2021
Q3 		$507K Sell
5,280
-807
-13% -$81.2K 0.07% 257
2021
Q2 		$611K Sell
6,087
-91
-1% -$8.73K 0.09% 225
2021
Q1 		$556K Sell
6,178
-640
-9% -$54.3K 0.1% 201
2020
Q4 		$573K Buy
6,818
+100
+1% +$7.79K 0.13% 167
2020
Q3 		$512K Buy
6,718
+337
+5% +$26K 0.16% 145
2020
Q2 		$455K Buy
6,381
+54
+0.9% +$3.94K 0.17% 155
2020
Q1 		$469K Buy
6,327
+1,070
+20% +$88.1K 0.25% 112
2019
Q4 		$453K Buy
5,257
+649
+14% +$53.5K 0.18% 157
2019
Q3 		$355K Sell
4,608
-822
-15% -$65.1K 0.22% 155
2019
Q2 		$433K Buy
5,430
+297
+6% +$24.5K 0.28% 114
2019
Q1 		$460K Buy
5,133
+204
+4% +$16.4K 0.35% 95
2018
Q4 		$335K Buy
4,929
+882
+22% +$73.7K 0.32% 112
2018
Q3 		$330K Buy
4,047
+106
+3% +$8.7K 0.25% 149
2018
Q2 		$318K Sell
3,941
-1,041
-21% -$88.3K 0.27% 132
2018
Q1 		$495K Sell
4,982
-244
-5% -$25.4K 0.47% 69
2017
Q4 		$552K Sell
5,226
-328
-6% -$35K 0.58% 48
2017
Q3 		$616K Sell
5,554
-13,189
-70% -$1.53M 0.77% 41
2017
Q2 		$2.2M Buy
+18,743
New +$2.17M 0.69% 26

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

StoneX Group's PM Position: Q1 2026 in Review

StoneX Group reduced its Philip Morris (PM) stake by 19% in Q1 2026, selling an estimated $1.24M and leaving 30,167 shares worth $5.03M. The position accounts for 0.27% of the portfolio, ranked #66.

StoneX Group first reported a position in PM in Q2 2017 and has held it in 26 quarters since. The position peaked at $7.11M in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • StoneX Group held 30,167 shares of Philip Morris worth $5.03M as of Q1 2026.
  • StoneX Group sold 7,130 Philip Morris shares in Q1 2026, an estimated $1.24M.
  • Philip Morris made up 0.27% of StoneX Group's portfolio in Q1 2026, its #66 holding.
  • StoneX Group first reported a position in Philip Morris in Q2 2017 and has held it in 26 quarters since.
  • StoneX Group's Philip Morris position peaked at $7.11M in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.