Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Philip Morris PM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
Q1 		$121M Sell
743,842
-15,457
-2% -$2.69M 0.21% 90
2025
Q4 		$120M Sell
759,299
-78,032
-9% -$12.1M 0.2% 99
2025
Q3 		$136M Sell
837,331
-20,363
-2% -$3.43M 0.23% 84
2025
Q2 		$156M Sell
857,694
-47,740
-5% -$8.2M 0.28% 69
2025
Q1 		$144M Sell
905,434
-24,358
-3% -$3.45M 0.29% 68
2024
Q4 		$112M Buy
+929,792
New +$117M 0.22% 89

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's PM Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Philip Morris (PM) stake by 2% in Q1 2026, selling an estimated $2.69M and leaving 743,842 shares worth $121M. The position accounts for 0.21% of the portfolio, ranked #90.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $156M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 743,842 shares of Philip Morris worth $121M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 15,457 Philip Morris shares in Q1 2026, an estimated $2.69M.
  • Philip Morris made up 0.21% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #90 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Philip Morris position peaked at $156M in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.