TOMS Capital Investment Management’s Philip Morris PM Stock Holding History

TOMS Capital Investment Management’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 Q1	–	Sell	-1,127,000	Closed	-$136M	–	28
2024 Q4	$136M	Sell	1,127,000 -445,900	-28%	-$56.3M	4.94%	4
2024 Q3	$191M	Sell	1,572,900 -16,100	-1%	-$1.87M	7.11%	4
2024 Q2	$161M	Buy	1,589,000 +24,000	+2%	+$2.35M	6.04%	4
2024 Q1	$143M	Buy	1,565,000 +20,300	+1%	+$1.87M	6%	4
2023 Q4	$145M	Sell	1,544,700 -172,300	-10%	-$15.9M	6.01%	3
2023 Q3	$159M	Buy	1,717,000 +667,000	+64%	+$64.2M	6.96%	4
2023 Q2	$103M	Buy	+1,050,000	New	+$100M	4.28%	8

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

TOMS Capital Investment Management's PM Position: Q1 2025 in Review

TOMS Capital Investment Management sold out of Philip Morris (PM) in Q1 2025, closing a stake of 1,127,000 shares — an estimated $136M sold.

TOMS Capital Investment Management first reported a position in PM in Q2 2023 and held it in 7 quarters. The position peaked at $191M in Q3 2024. 2,709 funds tracked by Wall St. Rank hold PM as of Q1 2025.

TOMS Capital Investment Management reported no remaining Philip Morris position as of Q1 2025 after selling out during the quarter.
TOMS Capital Investment Management sold 1,127,000 Philip Morris shares in Q1 2025, an estimated $136M.
TOMS Capital Investment Management first reported a position in Philip Morris in Q2 2023 and held it in 7 quarters.
TOMS Capital Investment Management's Philip Morris position peaked at $191M in Q3 2024.
2,709 funds tracked by Wall St. Rank held Philip Morris as of Q1 2025.

Based on TOMS Capital Investment Management's 13F filing for Q1 2025, filed 15 May 2025.