WCM Investment Management
PM icon

WCM Investment Management’s Philip Morris PM Stock Holding History

WCM Investment 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
Q2 		$1.88B Sell
10,304,779
-479,001
-4% -$83.1M 3.42% 5
2026
Q1 		$1.78B Sell
10,783,780
-22,437
-0.2% -$3.9M 4.06% 5
2025
Q4 		$1.75B Sell
10,806,217
-464,569
-4% -$72M 3.6% 5
2025
Q3 		$1.84B Sell
11,270,786
-4,820
-0% -$811K 3.82% 6
2025
Q2 		$2.04B Buy
11,275,606
+11,230,626
+24,968% +$1.93B 4.66% 4
2025
Q1 		$6.98M Buy
44,980
+15,097
+51% +$2.14M 0.02% 157
2024
Q4 		$3.59M Buy
+29,883
New +$3.77M 0.01% 202
2014
Q1 		– Sell
-91,661
Closed -$7.99M – 143
2013
Q4 		$7.99M Buy
91,661
+80,851
+748% +$7.06M 0.29% 80
2013
Q3 		$936K Buy
10,810
+180
+2% +$15.7K 0.05% 99
2013
Q2 		$921K Buy
+10,630
New +$988K 0.05% 106

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WCM Investment Management's PM Position: Q2 2026 in Review

WCM Investment Management reduced its Philip Morris (PM) stake by 4.4% in Q2 2026, selling an estimated $83.1M and leaving 10,304,779 shares worth $1.88B. The position accounts for 3.42% of the portfolio, ranked #5.

WCM Investment Management first reported a position in PM in Q2 2013 and has held it in 10 quarters since. The position peaked at $2.04B in Q2 2025. 2,912 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • WCM Investment Management held 10,304,779 shares of Philip Morris worth $1.88B as of Q2 2026.
  • WCM Investment Management sold 479,001 Philip Morris shares in Q2 2026, an estimated $83.1M.
  • Philip Morris made up 3.42% of WCM Investment Management's portfolio in Q2 2026, its #5 holding.
  • WCM Investment Management first reported a position in Philip Morris in Q2 2013 and has held it in 10 quarters since.
  • WCM Investment Management's Philip Morris position peaked at $2.04B in Q2 2025.
  • 2,912 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.