Philip Morris Intl. (PM)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:10
Ownership rank:38
% of all portfolios:0.234%
Hold Price * :$165.34
History Portfolio Manager Activity Share change % change to portfolio
Q1  2026
First Eagle Investment Management Add 1.45% 84,338 0.02
Christopher Bloomstran - Semper Augustus Buy 1,762 0.03
Lee Ainslie - Maverick Capital Reduce 73.94% 1,609,777 3.09
Terry Smith - Fundsmith Reduce 16.51% 1,011,434 1.30
Yacktman Asset Management Reduce 6.35% 400 0.00
Mairs & Power Funds Reduce 4.23% 112 0.00
Dodge & Cox Funds Reduce 2.94% 500 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 1.97% 92,439 0.18
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,643,579 3.12
Q4  2025
Mairs & Power Funds Add 0.30% 8 0.00
Thomas Russo - Gardner Russo & Quinn Add 0.76% 35,307 0.06
Lee Ainslie - Maverick Capital Add 34.21% 554,925 0.96
Stephen Mandel - Lone Pine Capital Reduce 42.71% 1,970,864 2.33
Terry Smith - Fundsmith Reduce 14.80% 1,063,547 1.00
First Eagle Investment Management Reduce 5.12% 313,225 0.09
Viking Global Investors Sell 100.00% 4,426,128 1.86
Q3  2025
Mairs & Power Funds Add 0.15% 4 0.00
Lee Ainslie - Maverick Capital Add 9.49% 140,624 0.31
Viking Global Investors Add 28.14% 971,942 0.41
Stephen Mandel - Lone Pine Capital Add 67.33% 1,856,749 2.19
Terry Smith - Fundsmith Reduce 20.78% 1,886,051 1.55
First Eagle Investment Management Reduce 14.17% 1,010,774 0.30
Yacktman Asset Management Reduce 5.97% 400 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 4.33% 211,125 0.37
David Katz - Matrix Asset Advisors Sell 100.00% 1,229 0.02
Q2  2025
Mairs & Power Funds Add 1.42% 37 0.00
Viking Global Investors Add 7.49% 240,726 0.13
Bill Nygren - Oakmark Funds Add 8.49% 399 0.00
First Eagle Investment Management Reduce 20.62% 1,852,263 0.68
Terry Smith - Fundsmith Reduce 16.03% 1,731,697 1.37
David Katz - Matrix Asset Advisors Reduce 9.77% 133 0.00
Stephen Mandel - Lone Pine Capital Reduce 8.34% 250,848 0.33
Yacktman Asset Management Reduce 8.23% 601 0.00
Lee Ainslie - Maverick Capital Reduce 3.46% 53,068 0.15
Thomas Russo - Gardner Russo & Quinn Reduce 2.86% 143,305 0.28
John Rogers - Ariel Investments Sell 100.00% 108,328 0.20
Q1  2025
David Katz - Matrix Asset Advisors Buy 1,362 0.02
Stephen Mandel - Lone Pine Capital Reduce 53.49% 3,459,830 4.81
John Rogers - Ariel Investments Reduce 37.39% 64,706 0.12
Viking Global Investors Reduce 36.84% 1,874,490 0.94
Lee Ainslie - Maverick Capital Reduce 27.59% 584,675 1.67
Mairs & Power Funds Reduce 15.42% 474 0.00
First Eagle Investment Management Reduce 5.39% 512,091 0.17
Terry Smith - Fundsmith Reduce 3.91% 439,283 0.32
Thomas Russo - Gardner Russo & Quinn Reduce 3.34% 173,569 0.31
Bill Nygren - Oakmark Funds Reduce 0.21% 10 0.00
Q4  2024
Mairs & Power Funds Add 9.79% 274 0.00
Lee Ainslie - Maverick Capital Add 10.16% 195,470 0.42
Stephen Mandel - Lone Pine Capital Add 44.36% 1,987,716 1.78
Viking Global Investors Reduce 43.79% 3,964,533 1.54
First Eagle Investment Management Reduce 11.02% 1,176,703 0.32
Terry Smith - Fundsmith Reduce 6.39% 767,484 0.39
John Rogers - Ariel Investments Reduce 3.65% 6,559 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 3.64% 196,300 0.27
Bill Nygren - Oakmark Funds Reduce 0.25% 12 0.00
Q3  2024
First Eagle Investment Management Add 0.16% 17,228 0.00
Bill Nygren - Oakmark Funds Add 0.25% 12 0.00
John Rogers - Ariel Investments Reduce 43.69% 139,344 0.17
Stephen Mandel - Lone Pine Capital Reduce 32.84% 2,190,473 1.98
Viking Global Investors Reduce 17.04% 1,859,895 0.82
Terry Smith - Fundsmith Reduce 17.01% 2,461,786 1.18
Lee Ainslie - Maverick Capital Reduce 4.24% 85,177 0.20
Thomas Russo - Gardner Russo & Quinn Reduce 1.46% 79,858 0.10
Q2  2024
Lee Ainslie - Maverick Capital Add 6.61% 124,514 0.24
First Eagle Investment Management Add 7.43% 736,961 0.17
Mairs & Power Funds Reduce 41.24% 1,965 0.00
John Rogers - Ariel Investments Reduce 24.58% 103,951 0.11
Bill Nygren - Oakmark Funds Reduce 21.70% 1,305 0.00
Viking Global Investors Reduce 16.17% 2,104,518 0.82
Terry Smith - Fundsmith Reduce 2.35% 347,792 0.14
Thomas Russo - Gardner Russo & Quinn Reduce 1.53% 84,839 0.09
Q1  2024
First Eagle Investment Management Add 10.01% 902,557 0.19
Lee Ainslie - Maverick Capital Add 20.92% 326,064 0.58
Viking Global Investors Add 35.26% 3,392,949 1.16
Stephen Mandel - Lone Pine Capital Add 121.94% 3,665,338 2.65
Thomas Russo - Gardner Russo & Quinn Reduce 8.67% 526,778 0.50
Terry Smith - Fundsmith Reduce 1.43% 215,420 0.08
Q4  2023
Viking Global Investors Add 61.16% 3,652,163 1.26
Stephen Mandel - Lone Pine Capital Buy 3,005,791 2.45
Lee Ainslie - Maverick Capital Reduce 16.32% 303,877 0.59
Thomas Russo - Gardner Russo & Quinn Reduce 2.60% 162,328 0.16
First Eagle Investment Management Reduce 0.35% 31,744 0.01
Terry Smith - Fundsmith Reduce 0.18% 26,879 0.01
Q3  2023
Lee Ainslie - Maverick Capital Add 306.59% 1,404,217 3.04
Viking Global Investors Reduce 34.05% 3,083,708 1.16
Terry Smith - Fundsmith Reduce 4.56% 720,380 0.30
Thomas Russo - Gardner Russo & Quinn Reduce 1.17% 74,068 0.07
First Eagle Investment Management Reduce 0.54% 48,699 0.01
Q2  2023
Lee Ainslie - Maverick Capital Buy 458,010 0.95
Viking Global Investors Buy 9,055,492 3.63
Yacktman Asset Management Reduce 18.89% 1,700 0.00
Terry Smith - Fundsmith Reduce 4.12% 678,947 0.28
Thomas Russo - Gardner Russo & Quinn Reduce 1.80% 115,961 0.11
First Eagle Investment Management Reduce 0.44% 39,774 0.01
Q1  2023
First Eagle Investment Management Add 0.31% 28,061 0.01
Yacktman Asset Management Reduce 8.16% 800 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 0.43% 27,865 0.03
Terry Smith - Fundsmith Reduce 0.07% 12,225 0.01
Q4  2022
Yacktman Asset Management Reduce 42.35% 7,200 0.01
First Eagle Investment Management Reduce 6.59% 642,725 0.18

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.