PM fund manager activity
Philip Morris International Inc · NYSE. Reported by 32 tracked fund managers in their 13F filings, Q1 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Dodge & Cox Funds | No change | 16,500 | $2,985,015 | 0.00% | Aug 13, 2026 |
| First Eagle Investment Management | Added | 5,925,468 | $1,071,976,429 | 1.77% | Aug 24, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 17,528 | $3,171,070 | 0.00% | Aug 4, 2026 |
| Terry Smith - Fundsmith | Trimmed | 2,913,693 | $527,116,201 | 3.86% | Aug 14, 2026 |
| Jeremy Grantham - GMO | New | 775,917 | $140,371,503 | 0.32% | Aug 13, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 4,530,846 | $819,675,318 | 9.18% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 119,806 | $21,674,103 | 0.05% | Aug 14, 2026 |
| Mairs & Power Funds | No change | 2,537 | $458,969 | 0.00% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | No change | 114,500 | $20,714,195 | 0.16% | Jul 31, 2026 |
| Lee Ainslie - Maverick Capital | Added | 1,457,059 | $263,596,544 | 2.38% | Aug 14, 2026 |
| Bill Nygren - Oakmark Funds | Added | 6,093 | $1,102,285 | 0.00% | Aug 14, 2026 |
| Christopher Bloomstran - Semper Augustus | No change | 1,762 | $318,763 | 0.04% | Aug 14, 2026 |
| Yacktman Asset Management | Trimmed | 5,000 | $904,550 | 0.01% | Aug 11, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Sold out | — | — | 0.00% | May 18, 2026 |
| Dodge & Cox Funds | Trimmed | 16,500 | $2,728,110 | 0.00% | May 14, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | May 15, 2026 |
| First Eagle Investment Management | Added | 5,892,458 | $974,258,947 | 1.65% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 16,829 | $2,782,665 | 0.00% | May 5, 2026 |
| Terry Smith - Fundsmith | Trimmed | 5,113,163 | $845,410,370 | 6.59% | May 15, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 4,605,069 | $761,402,140 | 8.96% | May 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 150,010 | $24,802,653 | 0.08% | May 15, 2026 |
| Stephen Mandel - Lone Pine Capital | Sold out | — | — | 0.00% | May 15, 2026 |
| Mairs & Power Funds | Trimmed | 2,537 | $419,468 | 0.00% | May 14, 2026 |
| Thomas Gayner - Markel Group | No change | 114,500 | $18,931,431 | 0.16% | May 1, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 567,250 | $93,789,115 | 1.09% | May 15, 2026 |
| Bill Nygren - Oakmark Funds | No change | 5,099 | $843,069 | 0.00% | May 15, 2026 |
| Christopher Bloomstran - Semper Augustus | New | 1,762 | $291,329 | 0.03% | May 15, 2026 |
| Yacktman Asset Management | Trimmed | 5,900 | $975,506 | 0.01% | May 1, 2026 |