PM fund manager activity
Philip Morris International Inc · NYSE. Reported by 32 tracked fund managers in their 13F filings, Q1 2013 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Added | 405,759 | $65,083,744 | 1.38% | Feb 17, 2026 |
| Dan Sundheim - D1 Capital Partners | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Dodge & Cox Funds | No change | 17,000 | $2,726,800 | 0.00% | Feb 13, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | New | 67,400 | $10,811,000 | 0.26% | Feb 17, 2026 |
| First Eagle Investment Management | Trimmed | 5,808,120 | $931,622,512 | 1.64% | Feb 4, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 18,612 | $2,985,440 | 0.00% | Feb 9, 2026 |
| Terry Smith - Fundsmith | Trimmed | 6,124,597 | $982,385,359 | 5.74% | Feb 17, 2026 |
| Jeremy Grantham - GMO | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Added | 4,697,508 | $753,480,359 | 8.13% | Feb 12, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 221,278 | $35,492,991 | 0.13% | Feb 17, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 2,643,579 | $424,030,072 | 3.12% | Feb 17, 2026 |
| Mairs & Power Funds | Added | 2,649 | $424,900 | 0.00% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | No change | 114,500 | $18,365,800 | 0.15% | Feb 6, 2026 |
| Lee Ainslie - Maverick Capital | Added | 2,177,027 | $349,195,131 | 3.75% | Feb 13, 2026 |
| Bill Nygren - Oakmark Funds | No change | 5,099 | $817,880 | 0.00% | Feb 17, 2026 |
| Viking Global Investors | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Yacktman Asset Management | No change | 6,300 | $1,010,520 | 0.01% | Feb 3, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | New | 279,097 | $45,269,533 | 1.18% | Nov 14, 2025 |
| Philippe Laffont - Coatue Management | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Dan Sundheim - D1 Capital Partners | Trimmed | 740,308 | $120,077,958 | 1.38% | Nov 14, 2025 |
| Dodge & Cox Funds | No change | 17,000 | $2,757,400 | 0.00% | Nov 13, 2025 |
| Stanley Druckenmiller - Duquesne Family Office | Sold out | — | — | 0.00% | Nov 14, 2025 |
| First Eagle Investment Management | Trimmed | 6,121,345 | $992,882,122 | 1.81% | Nov 12, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 16,991 | $2,756,237 | 0.00% | Nov 12, 2025 |
| Terry Smith - Fundsmith | Trimmed | 7,188,144 | $1,165,916,957 | 5.89% | Nov 14, 2025 |
| Jeremy Grantham - GMO | Trimmed | 13,305 | $2,158,071 | 0.01% | Nov 13, 2025 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 4,662,201 | $756,209,051 | 8.11% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 130,598 | $21,182,996 | 0.09% | Nov 14, 2025 |
| Stephen Mandel - Lone Pine Capital | Added | 4,614,443 | $748,462,655 | 5.45% | Nov 14, 2025 |
| Mairs & Power Funds | Added | 2,641 | $428,370 | 0.00% | Nov 14, 2025 |
| Thomas Gayner - Markel Group | No change | 114,500 | $18,571,900 | 0.15% | Oct 31, 2025 |
| David Katz - Matrix Asset Advisors | Sold out | — | — | 0.00% | Oct 14, 2025 |
| Lee Ainslie - Maverick Capital | Added | 1,622,102 | $263,104,944 | 3.52% | Nov 14, 2025 |
| Bill Nygren - Oakmark Funds | No change | 5,099 | $827,058 | 0.00% | Nov 14, 2025 |
| Viking Global Investors | Added | 4,426,128 | $717,917,962 | 1.86% | Nov 14, 2025 |
| Yacktman Asset Management | Trimmed | 6,300 | $1,021,860 | 0.01% | Nov 4, 2025 |