Swiss Life Asset Management’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
Q2 | $61.2M | Buy |
338,521
+25,049
| +8% | +$4.34M | 0.25% | 78 |
|
|
2026
Q1 | $51.8M | Buy |
313,472
+29,732
| +10% | +$5.17M | 0.25% | 74 |
|
|
2025
Q4 | $45.5M | Sell |
283,740
-450,888
| -61% | -$69.9M | 0.23% | 85 |
|
|
2025
Q3 | $119M | Sell |
734,628
-32,927
| -4% | -$5.54M | 0.62% | 27 |
|
|
2025
Q2 | $140M | Buy |
767,555
+68,487
| +10% | +$11.8M | 0.82% | 21 |
|
|
2025
Q1 | $111M | Buy |
699,068
+18,508
| +3% | +$2.62M | 0.81% | 22 |
|
|
2024
Q4 | $81.9M | Buy |
680,560
+173,757
| +34% | +$21.9M | 0.6% | 30 |
|
|
2024
Q3 | $61.5M | Sell |
506,803
-8,544
| -2% | -$993K | 0.7% | 22 |
|
|
2024
Q2 | $52.2M | Buy |
515,347
+26,428
| +5% | +$2.58M | 0.62% | 27 |
|
|
2024
Q1 | $44.8M | Buy |
488,919
+210,085
| +75% | +$19.4M | 0.62% | 30 |
|
|
2023
Q4 | $26.3M | Buy |
278,834
+107,642
| +63% | +$9.92M | 0.32% | 59 |
|
|
2023
Q3 | $15.8M | Sell |
171,192
-6,050
| -3% | -$582K | 0.25% | 87 |
|
|
2023
Q2 | $17.3M | Sell |
177,242
-80,612
| -31% | -$7.7M | 0.26% | 82 |
|
|
2023
Q1 | $25.1M | Buy |
257,854
+74,842
| +41% | +$7.46M | 0.38% | 47 |
|
|
2022
Q4 | $18.5M | Sell |
183,012
-30,350
| -14% | -$2.86M | 0.31% | 68 |
|
|
2022
Q3 | $17.7M | Sell |
213,362
-1,938
| -0.9% | -$185K | 0.31% | 67 |
|
|
2022
Q2 | $21.3M | Sell |
215,300
-89,952
| -29% | -$9.17M | 0.34% | 60 |
|
|
2022
Q1 | $28.7M | Buy |
305,252
+13,160
| +5% | +$1.32M | 0.4% | 48 |
|
|
2021
Q4 | $27.8M | Sell |
292,092
-7,249
| -2% | -$678K | 0.36% | 59 |
|
|
2021
Q3 | $28.4M | Sell |
299,341
-15,965
| -5% | -$1.61M | 0.39% | 53 |
|
|
2021
Q2 | $30.7M | Buy |
315,306
+39,018
| +14% | +$3.74M | 0.31% | 49 |
|
|
2021
Q1 | $24.5M | Buy |
276,288
+46,559
| +20% | +$3.95M | 0.35% | 55 |
|
|
2020
Q4 | $19M | Sell |
229,729
-234,720
| -51% | -$18.3M | 0.28% | 74 |
|
|
2020
Q3 | $34.8M | Sell |
464,449
-47,572
| -9% | -$3.67M | 0.52% | 39 |
|
|
2020
Q2 | $35.9M | Buy |
512,021
+31,295
| +7% | +$2.28M | 0.58% | 35 |
|
|
2020
Q1 | $35.1M | Buy |
480,726
+30,727
| +7% | +$2.53M | 0.67% | 33 |
|
|
2019
Q4 | $38.3M | Sell |
449,999
-265,149
| -37% | -$21.9M | 0.72% | 31 |
|
|
2019
Q3 | $54.3M | Sell |
715,148
-23,597
| -3% | -$1.87M | 0.71% | 35 |
|
|
2019
Q2 | $58M | Buy |
738,745
+117,657
| +19% | +$9.72M | 0.7% | 34 |
|
|
2019
Q1 | $54.9M | Buy |
621,088
+193,428
| +45% | +$15.6M | 0.7% | 32 |
|
|
2018
Q4 | $28.6M | Sell |
427,660
-78,293
| -15% | -$6.54M | 0.58% | 51 |
|
|
2018
Q3 | $41.3M | Buy |
505,953
+10,726
| +2% | +$881K | 0.55% | 45 |
|
|
2018
Q2 | $40M | Buy |
495,227
+88,666
| +22% | +$7.52M | 0.6% | 38 |
|
|
2018
Q1 | $40.4M | Buy |
406,561
+23,161
| +6% | +$2.41M | 0.71% | 31 |
|
|
2017
Q4 | $40.5M | Buy |
383,400
+59,493
| +18% | +$6.34M | 0.9% | 24 |
|
|
2017
Q3 | $35.9M | Buy |
323,907
+36,599
| +13% | +$4.26M | 0.96% | 24 |
|
|
2017
Q2 | $33.7M | Sell |
287,308
-25,282
| -8% | -$2.93M | 0.87% | 23 |
|
|
2017
Q1 | $35.3M | Buy |
312,590
+45,170
| +17% | +$4.66M | 0.95% | 20 |
|
|
2016
Q4 | $24.5M | Buy |
267,420
+36,006
| +16% | +$3.34M | 0.82% | 31 |
|
|
2016
Q3 | $22.5M | Sell |
231,414
-3,558
| -2% | -$356K | 0.77% | 25 |
|
|
2016
Q2 | $23.9M | Buy |
234,972
+25,332
| +12% | +$2.53M | 0.98% | 15 |
|
|
2016
Q1 | $20.6M | Buy |
209,640
+15,745
| +8% | +$1.44M | 0.87% | 20 |
|
|
2015
Q4 | $17M | Buy |
193,895
+22,647
| +13% | +$1.97M | 0.76% | 27 |
|
|
2015
Q3 | $13.6M | Buy |
171,248
+43,510
| +34% | +$3.58M | 0.66% | 35 |
|
|
2015
Q2 | $10.2M | Buy |
127,738
+7,740
| +6% | +$637K | 0.36% | 53 |
|
|
2015
Q1 | $9.04M | Buy |
+119,998
| New | +$9.74M | 0.36% | 65 |
|
Other funds holding PM
N
Swiss Life Asset Management's PM Position: Q2 2026 in Review
Swiss Life Asset Management increased its Philip Morris (PM) stake by 8% in Q2 2026, buying an estimated $4.34M and bringing the position to 338,521 shares worth $61.2M. The position accounts for 0.25% of the portfolio, ranked #78.
Swiss Life Asset Management first reported a position in PM in Q1 2015 and has held it in 46 quarters since. The position peaked at $140M in Q2 2025. 2,252 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- Swiss Life Asset Management held 338,521 shares of Philip Morris worth $61.2M as of Q2 2026.
- Swiss Life Asset Management bought 25,049 Philip Morris shares in Q2 2026, an estimated $4.34M.
- Philip Morris made up 0.25% of Swiss Life Asset Management's portfolio in Q2 2026, its #78 holding.
- Swiss Life Asset Management first reported a position in Philip Morris in Q1 2015 and has held it in 46 quarters since.
- Swiss Life Asset Management's Philip Morris position peaked at $140M in Q2 2025.
- 2,252 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.