Voleon Capital Management’s Philip Morris PM Stock Holding History

Voleon Capital Management’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	$4.86M	Sell	29,373 -10,001	-25%	-$1.74M	0.1%	204
2025 Q4	$6.32M	Sell	39,374 -5,564	-12%	-$862K	0.14%	172
2025 Q3	$7.29M	Buy	44,938 +27,940	+164%	+$4.7M	0.18%	112
2025 Q2	$3.1M	Sell	16,998 -4,801	-22%	-$824K	0.17%	139
2025 Q1	$3.46M	Sell	21,799 -28,811	-57%	-$4.08M	0.27%	87
2024 Q4	$6.09M	Buy	+50,610	New	+$6.38M	0.45%	55

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voleon Capital Management's PM Position: Q1 2026 in Review

Voleon Capital Management reduced its Philip Morris (PM) stake by 25% in Q1 2026, selling an estimated $1.74M and leaving 29,373 shares worth $4.86M. The position accounts for 0.1% of the portfolio, ranked #204.

Voleon Capital Management first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.29M in Q3 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Voleon Capital Management held 29,373 shares of Philip Morris worth $4.86M as of Q1 2026.
Voleon Capital Management sold 10,001 Philip Morris shares in Q1 2026, an estimated $1.74M.
Philip Morris made up 0.1% of Voleon Capital Management's portfolio in Q1 2026, its #204 holding.
Voleon Capital Management first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
Voleon Capital Management's Philip Morris position peaked at $7.29M in Q3 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.