UBS Group’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 | $668M | Sell |
3,694,323
-308,544
| -8% | -$53.5M | 0.09% | 217 |
|
|
2026
Q1 | $662M | Buy |
4,002,867
+238,668
| +6% | +$41.5M | 0.1% | 201 |
|
|
2025
Q4 | $604M | Sell |
3,764,199
-907,953
| -19% | -$141M | 0.1% | 198 |
|
|
2025
Q3 | $758M | Buy |
4,672,152
+1,172,983
| +34% | +$197M | 0.12% | 153 |
|
|
2025
Q2 | $637M | Sell |
3,499,169
-566,424
| -14% | -$97.3M | 0.11% | 177 |
|
|
2025
Q1 | $645M | Sell |
4,065,593
-59,191
| -1% | -$8.38M | 0.12% | 169 |
|
|
2024
Q4 | $496M | Buy |
4,124,784
+185,372
| +5% | +$23.4M | 0.09% | 194 |
|
|
2024
Q3 | $478M | Sell |
3,939,412
-33,505
| -0.8% | -$3.89M | 0.1% | 183 |
|
|
2024
Q2 | $403M | Buy |
3,972,917
+619,184
| +18% | +$60.5M | 0.1% | 194 |
|
|
2024
Q1 | $307M | Sell |
3,353,733
-311,548
| -8% | -$28.7M | 0.08% | 250 |
|
|
2023
Q4 | $345M | Buy |
3,665,281
+768,419
| +27% | +$70.8M | 0.1% | 194 |
|
|
2023
Q3 | $268M | Sell |
2,896,862
-664,483
| -19% | -$64M | 0.09% | 220 |
|
|
2023
Q2 | $348M | Sell |
3,561,345
-168,045
| -5% | -$16.1M | 0.12% | 177 |
|
|
2023
Q1 | $363M | Buy |
3,729,390
+21,685
| +0.6% | +$2.16M | 0.13% | 150 |
|
|
2022
Q4 | $375M | Buy |
3,707,705
+866,378
| +30% | +$81.8M | 0.14% | 152 |
|
|
2022
Q3 | $236M | Sell |
2,841,327
-345,571
| -11% | -$33M | 0.1% | 206 |
|
|
2022
Q2 | $315M | Sell |
3,186,898
-61,117
| -2% | -$6.23M | 0.13% | 167 |
|
|
2022
Q1 | $305M | Sell |
3,248,015
-399,595
| -11% | -$40M | 0.1% | 210 |
|
|
2021
Q4 | $347M | Buy |
3,647,610
+56,853
| +2% | +$5.31M | 0.1% | 206 |
|
|
2021
Q3 | $340M | Sell |
3,590,757
-25,894
| -0.7% | -$2.6M | 0.11% | 191 |
|
|
2021
Q2 | $358M | Sell |
3,616,651
-71,276
| -2% | -$6.84M | 0.12% | 180 |
|
|
2021
Q1 | $327M | Sell |
3,687,927
-295,394
| -7% | -$25.1M | 0.11% | 194 |
|
|
2020
Q4 | $330M | Sell |
3,983,321
-172,382
| -4% | -$13.4M | 0.11% | 206 |
|
|
2020
Q3 | $312M | Buy |
4,155,703
+532,716
| +15% | +$41.1M | 0.12% | 180 |
|
|
2020
Q2 | $254M | Sell |
3,622,987
-184,629
| -5% | -$13.5M | 0.11% | 200 |
|
|
2020
Q1 | $278M | Sell |
3,807,616
-412,465
| -10% | -$33.9M | 0.13% | 163 |
|
|
2019
Q4 | $359M | Sell |
4,220,081
-77,526
| -2% | -$6.39M | 0.12% | 170 |
|
|
2019
Q3 | $326M | Buy |
4,297,607
+350,930
| +9% | +$27.8M | 0.13% | 168 |
|
|
2019
Q2 | $310M | Buy |
3,946,677
+17,897
| +0.5% | +$1.48M | 0.12% | 173 |
|
|
2019
Q1 | $347M | Buy |
3,928,780
+996,248
| +34% | +$80.2M | 0.14% | 158 |
|
|
2018
Q4 | $196M | Sell |
2,932,532
-265,451
| -8% | -$22.2M | 0.09% | 227 |
|
|
2018
Q3 | $261M | Buy |
3,197,983
+475,825
| +17% | +$39.1M | 0.1% | 199 |
|
|
2018
Q2 | $220M | Sell |
2,722,158
-74,561
| -3% | -$6.33M | 0.1% | 222 |
|
|
2018
Q1 | $278M | Sell |
2,796,719
-661,687
| -19% | -$68.9M | 0.12% | 192 |
|
|
2017
Q4 | $365M | Buy |
3,458,406
+422,601
| +14% | +$45M | 0.15% | 158 |
|
|
2017
Q3 | $337M | Buy |
3,035,805
+7,166
| +0.2% | +$834K | 0.16% | 151 |
|
|
2017
Q2 | $356M | Buy |
3,028,639
+15,405
| +0.5% | +$1.78M | 0.18% | 136 |
|
|
2017
Q1 | $340M | Buy |
3,013,234
+203,567
| +7% | +$21M | 0.19% | 133 |
|
|
2016
Q4 | $257M | Buy |
2,809,667
+92,516
| +3% | +$8.57M | 0.14% | 165 |
|
|
2016
Q3 | $264M | Sell |
2,717,151
-899
| -0% | -$90.1K | 0.16% | 153 |
|
|
2016
Q2 | $276M | Buy |
2,718,050
+138,955
| +5% | +$13.9M | 0.17% | 137 |
|
|
2016
Q1 | $253M | Sell |
2,579,095
-350,210
| -12% | -$32.1M | 0.17% | 141 |
|
|
2015
Q4 | $258M | Buy |
2,929,305
+307,093
| +12% | +$26.7M | 0.17% | 135 |
|
|
2015
Q3 | $208M | Sell |
2,622,212
-188,149
| -7% | -$15.5M | 0.15% | 153 |
|
|
2015
Q2 | $225M | Sell |
2,810,361
-573,743
| -17% | -$47.2M | 0.15% | 158 |
|
|
2015
Q1 | $255M | Buy |
3,384,104
+87,877
| +3% | +$7.13M | 0.18% | 134 |
|
|
2014
Q4 | $268M | Buy |
+3,296,227
| New | +$283M | 0.19% | 128 |
|
Other funds holding PM
UBS Group's PM Position: Q2 2026 in Review
UBS Group reduced its Philip Morris (PM) stake by 7.7% in Q2 2026, selling an estimated $53.5M and leaving 3,694,323 shares worth $668M. The position accounts for 0.09% of the portfolio, ranked #217.
UBS Group first reported a position in PM in Q4 2014 and has held it in 47 quarters since. The position peaked at $758M in Q3 2025. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.
- UBS Group held 3,694,323 shares of Philip Morris worth $668M as of Q2 2026.
- UBS Group sold 308,544 Philip Morris shares in Q2 2026, an estimated $53.5M.
- Philip Morris made up 0.09% of UBS Group's portfolio in Q2 2026, its #217 holding.
- UBS Group first reported a position in Philip Morris in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Philip Morris position peaked at $758M in Q3 2025.
- 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.