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
Q1 | $23.8M | Sell |
144,006
-2,694
| -2% | -$468K | ﹤0.01% | 2397 |
|
|
2025
Q4 | $23.5M | Sell |
146,700
-27,700
| -16% | -$4.29M | ﹤0.01% | 2430 |
|
|
2025
Q3 | $28.3M | Sell |
174,400
-9,200
| -5% | -$1.55M | ﹤0.01% | 2195 |
|
|
2025
Q2 | $33.4M | Buy |
183,600
+25,500
| +16% | +$4.38M | 0.01% | 1879 |
|
|
2025
Q1 | $25.1M | Sell |
158,100
-144,300
| -48% | -$20.4M | ﹤0.01% | 2130 |
|
|
2024
Q4 | $36.4M | Sell |
302,400
-74,600
| -20% | -$9.41M | 0.01% | 1747 |
|
|
2024
Q3 | $45.8M | Buy |
377,000
+332,000
| +738% | +$38.6M | 0.01% | 1202 |
|
|
2024
Q2 | $4.56M | Sell |
45,000
-70,000
| -61% | -$6.84M | ﹤0.01% | 2963 |
|
|
2024
Q1 | $10.5M | Sell |
115,000
-151,813
| -57% | -$14M | ﹤0.01% | 2221 |
|
|
2023
Q4 | $25.1M | Buy |
266,813
+131,413
| +97% | +$12.1M | 0.01% | 1434 |
|
|
2023
Q3 | $12.5M | Hold |
135,400
| – | – | ﹤0.01% | 1816 |
|
|
2023
Q2 | $13.2M | Buy |
135,400
+85,800
| +173% | +$8.2M | ﹤0.01% | 1773 |
|
|
2023
Q1 | $4.82M | Sell |
49,600
-60,900
| -55% | -$6.07M | ﹤0.01% | 2554 |
|
|
2022
Q4 | $11.2M | Buy |
110,500
+24,600
| +29% | +$2.32M | ﹤0.01% | 1839 |
|
|
2022
Q3 | $7.13M | Hold |
85,900
| – | – | ﹤0.01% | 2057 |
|
|
2022
Q2 | $8.48M | Sell |
85,900
-22,900
| -21% | -$2.33M | ﹤0.01% | 1936 |
|
|
2022
Q1 | $10.2M | Buy |
108,800
+52,000
| +92% | +$5.2M | ﹤0.01% | 1919 |
|
|
2021
Q4 | $5.4M | Sell |
56,800
-79,164
| -58% | -$7.4M | ﹤0.01% | 2743 |
|
|
2021
Q3 | $12.9M | Buy |
135,964
+48,432
| +55% | +$4.87M | ﹤0.01% | 1847 |
|
|
2021
Q2 | $8.68M | Buy |
87,532
+26,500
| +43% | +$2.54M | ﹤0.01% | 2162 |
|
|
2021
Q1 | $5.42M | Buy |
61,032
+12,732
| +26% | +$1.08M | ﹤0.01% | 2509 |
|
|
2020
Q4 | $4M | Buy |
48,300
+30,400
| +170% | +$2.37M | ﹤0.01% | 2691 |
|
|
2020
Q3 | $1.34M | Sell |
17,900
-3,900
| -18% | -$301K | ﹤0.01% | 3424 |
|
|
2020
Q2 | $1.53M | Sell |
21,800
-5,323
| -20% | -$388K | ﹤0.01% | 3137 |
|
|
2020
Q1 | $1.98M | Sell |
27,123
-54,977
| -67% | -$4.52M | ﹤0.01% | 2771 |
|
|
2019
Q4 | $6.99M | Buy |
82,100
+58,613
| +250% | +$4.83M | ﹤0.01% | 2270 |
|
|
2019
Q3 | $1.78M | Sell |
23,487
-58,313
| -71% | -$4.62M | ﹤0.01% | 3408 |
|
|
2019
Q2 | $6.42M | Buy |
81,800
+78,300
| +2,237% | +$6.47M | ﹤0.01% | 2120 |
|
|
2019
Q1 | $309K | Sell |
3,500
-31,000
| -90% | -$2.5M | ﹤0.01% | 4359 |
|
|
2018
Q4 | $2.3M | Sell |
34,500
-21,000
| -38% | -$1.75M | ﹤0.01% | 2897 |
|
|
2018
Q3 | $4.53M | Sell |
55,500
-165,400
| -75% | -$13.6M | ﹤0.01% | 2443 |
|
|
2018
Q2 | $17.8M | Buy |
220,900
+162,300
| +277% | +$13.8M | 0.01% | 1258 |
|
|
2018
Q1 | $5.83M | Sell |
58,600
-15,000
| -20% | -$1.56M | ﹤0.01% | 2158 |
|
|
2017
Q4 | $7.78M | Sell |
73,600
-387,500
| -84% | -$41.3M | ﹤0.01% | 1934 |
|
|
2017
Q3 | $51.2M | Buy |
461,100
+376,100
| +442% | +$43.8M | 0.02% | 582 |
|
|
2017
Q2 | $9.98M | Buy |
85,000
+16,500
| +24% | +$1.91M | 0.01% | 1544 |
|
|
2017
Q1 | $7.73M | Sell |
68,500
-19,200
| -22% | -$1.98M | ﹤0.01% | 1706 |
|
|
2016
Q4 | $8.02M | Buy |
+87,700
| New | +$8.13M | ﹤0.01% | 1692 |
|
|
2016
Q3 | – | Sell |
-300
| Closed | -$31K | – | 7871 |
|
|
2016
Q2 | $31K | Sell |
300
-1,200
| -80% | -$120K | ﹤0.01% | 5907 |
|
|
2016
Q1 | $147K | Sell |
1,500
-35,700
| -96% | -$3.27M | ﹤0.01% | 4704 |
|
|
2015
Q4 | $3.27M | Buy |
37,200
+28,000
| +304% | +$2.43M | ﹤0.01% | 2339 |
|
|
2015
Q3 | $730K | Sell |
9,200
-5,300
| -37% | -$436K | ﹤0.01% | 3611 |
|
|
2015
Q2 | $1.16M | Sell |
14,500
-11,000
| -43% | -$905K | ﹤0.01% | 3441 |
|
|
2015
Q1 | $1.92M | Sell |
25,500
-180,975
| -88% | -$14.7M | ﹤0.01% | 2967 |
|
|
2014
Q4 | $16.8M | Buy |
+206,475
| New | +$17.7M | 0.01% | 1110 |
|
Other funds holding PM
VCM
UBS Group's PM Position: Q1 2026 in Review
UBS Group increased its Philip Morris (PM) stake by 6.3% in Q1 2026, buying an estimated $41.5M and bringing the position to 4,002,867 shares worth $662M. The position accounts for 0.1% of the portfolio, ranked #201.
UBS Group first reported a position in PM in Q4 2014 and has held it in 46 quarters since. The position peaked at $758M in Q3 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- UBS Group held 4,002,867 shares of Philip Morris worth $662M as of Q1 2026.
- UBS Group bought 238,668 Philip Morris shares in Q1 2026, an estimated $41.5M.
- Philip Morris made up 0.1% of UBS Group's portfolio in Q1 2026, its #201 holding.
- UBS Group first reported a position in Philip Morris in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Philip Morris position peaked at $758M in Q3 2025.
- 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.