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 | $26M | Sell |
157,400
-23,100
| -13% | -$4.01M | ﹤0.01% | 2310 |
|
|
2025
Q4 | $29M | Sell |
180,500
-47,000
| -21% | -$7.28M | ﹤0.01% | 2209 |
|
|
2025
Q3 | $36.9M | Buy |
227,500
+13,300
| +6% | +$2.24M | 0.01% | 1936 |
|
|
2025
Q2 | $39M | Buy |
214,200
+17,300
| +9% | +$2.97M | 0.01% | 1738 |
|
|
2025
Q1 | $31.3M | Sell |
196,900
-55,400
| -22% | -$7.85M | 0.01% | 1917 |
|
|
2024
Q4 | $30.4M | Sell |
252,300
-47,500
| -16% | -$5.99M | 0.01% | 1911 |
|
|
2024
Q3 | $36.4M | Buy |
299,800
+254,800
| +566% | +$29.6M | 0.01% | 1385 |
|
|
2024
Q2 | $4.56M | Sell |
45,000
-95,000
| -68% | -$9.29M | ﹤0.01% | 2964 |
|
|
2024
Q1 | $12.8M | Sell |
140,000
-301,131
| -68% | -$27.8M | ﹤0.01% | 2058 |
|
|
2023
Q4 | $41.5M | Buy |
441,131
+164,031
| +59% | +$15.1M | 0.01% | 1092 |
|
|
2023
Q3 | $25.7M | Buy |
277,100
+110,000
| +66% | +$10.6M | 0.01% | 1297 |
|
|
2023
Q2 | $16.3M | Sell |
167,100
-4,200
| -2% | -$401K | 0.01% | 1605 |
|
|
2023
Q1 | $16.7M | Sell |
171,300
-20,400
| -11% | -$2.03M | 0.01% | 1533 |
|
|
2022
Q4 | $19.4M | Buy |
191,700
+43,300
| +29% | +$4.09M | 0.01% | 1440 |
|
|
2022
Q3 | $12.3M | Sell |
148,400
-6,100
| -4% | -$582K | 0.01% | 1626 |
|
|
2022
Q2 | $15.3M | Buy |
154,500
+37,400
| +32% | +$3.81M | 0.01% | 1511 |
|
|
2022
Q1 | $11M | Sell |
117,100
-31,400
| -21% | -$3.14M | ﹤0.01% | 1870 |
|
|
2021
Q4 | $14.1M | Buy |
148,500
+1,008
| +0.7% | +$94.2K | ﹤0.01% | 1842 |
|
|
2021
Q3 | $14M | Sell |
147,492
-52,735
| -26% | -$5.3M | ﹤0.01% | 1786 |
|
|
2021
Q2 | $19.8M | Buy |
200,227
+52,600
| +36% | +$5.05M | 0.01% | 1497 |
|
|
2021
Q1 | $13.1M | Sell |
147,627
-4,773
| -3% | -$405K | ﹤0.01% | 1735 |
|
|
2020
Q4 | $12.6M | Buy |
152,400
+121,000
| +385% | +$9.42M | ﹤0.01% | 1678 |
|
|
2020
Q3 | $2.35M | Sell |
31,400
-72,500
| -70% | -$5.59M | ﹤0.01% | 2897 |
|
|
2020
Q2 | $7.28M | Sell |
103,900
-55,000
| -35% | -$4.01M | ﹤0.01% | 1762 |
|
|
2020
Q1 | $11.6M | Buy |
158,900
+21,000
| +15% | +$1.73M | 0.01% | 1298 |
|
|
2019
Q4 | $11.7M | Buy |
137,900
+31,000
| +29% | +$2.55M | ﹤0.01% | 1814 |
|
|
2019
Q3 | $8.12M | Buy |
106,900
+9,000
| +9% | +$713K | ﹤0.01% | 1936 |
|
|
2019
Q2 | $7.69M | Buy |
97,900
+77,900
| +390% | +$6.44M | ﹤0.01% | 1971 |
|
|
2019
Q1 | $1.77M | Sell |
20,000
-10,000
| -33% | -$805K | ﹤0.01% | 3090 |
|
|
2018
Q4 | $2M | Sell |
30,000
-115,000
| -79% | -$9.6M | ﹤0.01% | 3037 |
|
|
2018
Q3 | $11.8M | Buy |
145,000
+55,000
| +61% | +$4.52M | ﹤0.01% | 1643 |
|
|
2018
Q2 | $7.27M | Buy |
90,000
+14,300
| +19% | +$1.21M | ﹤0.01% | 2001 |
|
|
2018
Q1 | $7.53M | Sell |
75,700
-192,500
| -72% | -$20M | ﹤0.01% | 1936 |
|
|
2017
Q4 | $28.3M | Buy |
268,200
+73,200
| +38% | +$7.8M | 0.01% | 969 |
|
|
2017
Q3 | $21.6M | Buy |
195,000
+30,000
| +18% | +$3.49M | 0.01% | 1054 |
|
|
2017
Q2 | $19.4M | Buy |
165,000
+13,300
| +9% | +$1.54M | 0.01% | 1061 |
|
|
2017
Q1 | $17.1M | Buy |
151,700
+5,900
| +4% | +$609K | 0.01% | 1127 |
|
|
2016
Q4 | $13.3M | Buy |
145,800
+70,000
| +92% | +$6.49M | 0.01% | 1292 |
|
|
2016
Q3 | $7.37M | Hold |
75,800
| – | – | ﹤0.01% | 1674 |
|
|
2016
Q2 | $7.71M | Sell |
75,800
-308,500
| -80% | -$30.8M | ﹤0.01% | 1576 |
|
|
2016
Q1 | $37.7M | Buy |
384,300
+28,500
| +8% | +$2.61M | 0.03% | 572 |
|
|
2015
Q4 | $31.3M | Buy |
355,800
+254,200
| +250% | +$22.1M | 0.02% | 722 |
|
|
2015
Q3 | $8.06M | Sell |
101,600
-40,300
| -28% | -$3.32M | 0.01% | 1555 |
|
|
2015
Q2 | $11.4M | Buy |
141,900
+89,900
| +173% | +$7.4M | 0.01% | 1374 |
|
|
2015
Q1 | $3.92M | Sell |
52,000
-74,100
| -59% | -$6.01M | ﹤0.01% | 2290 |
|
|
2014
Q4 | $10.3M | Buy |
+126,100
| New | +$10.8M | 0.01% | 1488 |
|
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.