Towarzystwo Funduszy Inwestycyjnych PZU SA’s Philip Morris PM Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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 Q2	$318K	Sell	1,760 -10	-0.6%	-$1.73K	0.09%	163
2026 Q1	$293K	Sell	1,770 -210	-11%	-$36.5K	0.1%	147
2025 Q4	$318K	Buy	1,980 +240	+14%	+$37.2K	0.08%	144
2025 Q3	$282K	Hold	1,740	–	–	0.07%	137
2025 Q2	$317K	Buy	1,740 +170	+11%	+$29.2K	0.09%	114
2025 Q1	$249K	Buy	1,570 +160	+11%	+$22.7K	0.09%	113
2024 Q4	$170K	Buy	1,410 +690	+96%	+$87K	0.06%	143
2024 Q3	$87.4K	Hold	720	–	–	0.03%	225
2024 Q2	$73K	Hold	720	–	–	0.03%	223
2024 Q1	$66K	Hold	720	–	–	0.03%	251
2023 Q4	$67.7K	Buy	+720	New	+$66.3K	0.03%	226
2021 Q3	$35.1K	Hold	370	–	–	0.04%	172
2021 Q2	$36.7K	Hold	370	–	–	0.04%	171
2021 Q1	$32.8K	Hold	370	–	–	0.05%	165
2020 Q4	$30.6K	Buy	+370	New	+$28.8K	0.03%	150

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's PM Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its Philip Morris (PM) stake by 0.56% in Q2 2026, selling an estimated $1.73K and leaving 1,760 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #163.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in PM in Q4 2020 and has held it in 15 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 1,760 shares of Philip Morris worth $318K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 10 Philip Morris shares in Q2 2026, an estimated $1.73K.
Philip Morris made up 0.09% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #163 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Philip Morris in Q4 2020 and has held it in 15 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.