Susquehanna Fundamental Investments’s Philip Morris PM Stock Holding History

Susquehanna Fundamental 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
2025 Q2	–	Sell	-63,021	Closed	-$10M	–	947
2025 Q1	$10M	Sell	63,021 -338,928	-84%	-$48M	0.14%	184
2024 Q4	$48.4M	Buy	+401,949	New	+$50.7M	0.69%	4
2024 Q2	$40.9M	Sell	403,749 -9,480	-2%	-$927K	0.94%	5
2024 Q1	$37.9M	Buy	+413,229	New	+$38.1M	1.77%	4
2022 Q4	–	Sell	-140,800	Closed	-$11.7M	–	1414
2022 Q3	$11.7M	Buy	+140,800	New	+$13.4M	0.2%	136
2022 Q1	$40.3M	Buy	428,460 +341,911	+395%	+$34.2M	0.78%	4
2021 Q4	$8.22M	Sell	86,549 -119,462	-58%	-$11.2M	0.22%	112
2021 Q3	$19.5M	Sell	206,011 -164,427	-44%	-$16.5M	0.36%	35
2021 Q2	$36.7M	Hold	370,438	–	–	0.67%	7
2021 Q1	$32.9M	Buy	370,438 +86,549	+30%	+$7.35M	0.56%	5
2020 Q4	$23.5M	Buy	283,889 +119,462	+73%	+$9.3M	0.43%	10
2020 Q3	$12.3M	Buy	+164,427	New	+$12.7M	0.37%	40
2019 Q3	–	Sell	-11,700	Closed	-$919K	–	368
2019 Q2	$919K	Sell	11,700 -24,300	-68%	-$2.01M	0.11%	200
2019 Q1	$3.18M	Buy	+36,000	New	+$2.9M	0.36%	92

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Susquehanna Fundamental Investments's PM Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Philip Morris (PM) in Q2 2025, closing a stake of 63,021 shares — an estimated $10M sold.

Susquehanna Fundamental Investments first reported a position in PM in Q1 2019 and held it in 14 quarters. The position peaked at $48.4M in Q4 2024. 2,843 funds tracked by Wall St. Rank hold PM as of Q2 2025.

Susquehanna Fundamental Investments reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 63,021 Philip Morris shares in Q2 2025, an estimated $10M.
Susquehanna Fundamental Investments first reported a position in Philip Morris in Q1 2019 and held it in 14 quarters.
Susquehanna Fundamental Investments's Philip Morris position peaked at $48.4M in Q4 2024.
2,843 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.