Philip Morris Intl. (PM)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:8
Ownership rank:43
% of all portfolios:0.284%
Hold Price * :$94.08
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2023
≡ Viking Global Investors Add 61.16% 3,652,163 1.26
≡ Stephen Mandel - Lone Pine Capital Buy 3,005,791 2.45
≡ Terry Smith - Fundsmith Reduce 0.18% 26,879 0.01
≡ First Eagle Investment Management Reduce 0.35% 31,744 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.60% 162,328 0.16
≡ Lee Ainslie - Maverick Capital Reduce 16.32% 303,877 0.59
Q3  2023
≡ Lee Ainslie - Maverick Capital Add 306.59% 1,404,217 3.04
≡ First Eagle Investment Management Reduce 0.54% 48,699 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.17% 74,068 0.07
≡ Terry Smith - Fundsmith Reduce 4.56% 720,380 0.30
≡ Viking Global Investors Reduce 34.05% 3,083,708 1.16
Q2  2023
≡ Viking Global Investors Buy 9,055,492 3.63
≡ Lee Ainslie - Maverick Capital Buy 458,010 0.95
≡ First Eagle Investment Management Reduce 0.44% 39,774 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.80% 115,961 0.11
≡ Terry Smith - Fundsmith Reduce 4.12% 678,947 0.28
≡ Yacktman Asset Management Reduce 18.89% 1,700 0.00
Q1  2023
≡ First Eagle Investment Management Add 0.31% 28,061 0.01
≡ Terry Smith - Fundsmith Reduce 0.07% 12,225 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.43% 27,865 0.03
≡ Yacktman Asset Management Reduce 8.16% 800 0.00
Q4  2022
≡ Terry Smith - Fundsmith Reduce 0.08% 12,979 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 5.75% 394,091 0.44
≡ First Eagle Investment Management Reduce 6.59% 642,725 0.18
≡ Yacktman Asset Management Reduce 42.35% 7,200 0.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 2,485 0.00
Q3  2022
≡ First Eagle Investment Management Add 0.67% 65,049 0.02
≡ Terry Smith - Fundsmith Add 0.06% 10,642 0.00
≡ Lee Ainslie - Maverick Capital Buy 2,485 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.27% 87,823 0.09
Q2  2022
≡ First Eagle Investment Management Add 0.25% 24,583 0.01
≡ Terry Smith - Fundsmith Add 0.13% 21,134 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.93% 65,455 0.07
≡ Yacktman Asset Management Reduce 19.05% 4,000 0.00
Q1  2022
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.26% 235,946 0.21
≡ Yacktman Asset Management Reduce 4.55% 1,000 0.00
≡ First Eagle Investment Management Reduce 7.61% 795,677 0.18
≡ Terry Smith - Fundsmith Reduce 19.42% 3,966,136 1.28
Q4  2021
≡ Terry Smith - Fundsmith Add 5.53% 1,069,807 0.25
≡ Yacktman Asset Management Reduce 0.57% 126 0.00
≡ First Eagle Investment Management Reduce 0.61% 64,541 0.02
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.62% 272,136 0.23
Q3  2021
≡ First Eagle Investment Management Add 0.63% 65,488 0.02
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.90% 387,063 0.34
≡ Yacktman Asset Management Reduce 5.85% 1,374 0.00
Q2  2021
≡ First Eagle Investment Management Reduce 0.05% 4,971 0.00
≡ Terry Smith - Fundsmith Reduce 0.18% 34,952 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.55% 206,949 0.17
≡ Lee Ainslie - Maverick Capital Sell 100.00% 7,979 0.01
Q1  2021
≡ Lee Ainslie - Maverick Capital Add 495.45% 6,639 0.01
≡ First Eagle Investment Management Add 0.32% 32,884 0.01
≡ Terry Smith - Fundsmith Reduce 0.41% 79,369 0.02
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.56% 299,640 0.24
≡ Bruce Berkowitz - Fairholme Capital Sell 100.00% 14,100 0.09
Q4  2020
≡ Thomas Russo - Gardner Russo & Quinn Add 1.92% 158,578 0.12
≡ Bruce Berkowitz - Fairholme Capital Buy 14,100 0.09
≡ Terry Smith - Fundsmith Reduce 0.18% 35,374 0.01
≡ Lee Ainslie - Maverick Capital Reduce 16.51% 265 0.00
≡ First Eagle Investment Management Reduce 17.99% 2,287,282 0.53
Q3  2020
≡ Lee Ainslie - Maverick Capital Add 122.30% 883 0.00
≡ Terry Smith - Fundsmith Add 0.66% 127,460 0.04
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.02% 1,616 0.00
≡ First Eagle Investment Management Reduce 1.42% 182,719 0.04
Q2  2020
≡ Terry Smith - Fundsmith Add 13.82% 2,352,902 0.72
≡ First Eagle Investment Management Add 2.72% 341,773 0.08
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.39% 289,288 0.21
≡ Lee Ainslie - Maverick Capital Reduce 78.70% 2,667 0.00
Q1  2020
≡ First Eagle Investment Management Add 2.10% 257,961 0.07
≡ Terry Smith - Fundsmith Add 0.73% 123,717 0.05
≡ Lee Ainslie - Maverick Capital Buy 3,389 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.66% 324,298 0.24
≡ Yacktman Asset Management Reduce 5.34% 1,325 0.00
Q4  2019
≡ Yacktman Asset Management Add 5.64% 1,325 0.00
≡ Terry Smith - Fundsmith Reduce 0.17% 29,347 0.01
≡ First Eagle Investment Management Reduce 1.19% 148,665 0.03
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.42% 219,411 0.14
Q3  2019
≡ Terry Smith - Fundsmith Add 10.87% 1,660,076 0.64
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.52% 234,413 0.14
Q2  2019
≡ Terry Smith - Fundsmith Add 14.67% 1,953,131 0.80
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.18% 306,336 0.18
≡ Yacktman Asset Management Reduce 9.62% 2,500 0.00
Q1  2019
≡ Terry Smith - Fundsmith Add 7.30% 906,009 0.46
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.99% 400,016 0.27
≡ Lee Ainslie - Maverick Capital Sell 100.00% 44,480 0.04
Q4  2018
≡ Lee Ainslie - Maverick Capital Buy 44,480 0.04
≡ Thomas Russo - Gardner Russo & Quinn Reduce 2.69% 277,019 0.15
≡ Torray Funds Sell 100.00% 24,143 0.20
Q3  2018
≡ Terry Smith - Fundsmith Add 18.46% 1,934,219 1.06
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.93% 96,319 0.06
Q2  2018
≡ Thomas Russo - Gardner Russo & Quinn Add 0.16% 17,119 0.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 731,009 0.94
Q1  2018
≡ Thomas Russo - Gardner Russo & Quinn Add 2.34% 237,310 0.16
≡ Lee Ainslie - Maverick Capital Buy 731,009 0.94
Q4  2017
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.46% 47,331 0.03
≡ Tweedy Browne Co. - Tweedy Browne Value Fund Sell 100.00% 51,335 1.06
≡ Lee Ainslie - Maverick Capital Sell 100.00% 30,700 0.04
Q3  2017
≡ Thomas Russo - Gardner Russo & Quinn Add 0.01% 1,048 0.00
≡ Lee Ainslie - Maverick Capital Reduce 6.49% 2,130 0.00
Q2  2017
≡ Lee Ainslie - Maverick Capital Add 27.40% 7,060 0.01
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.21% 124,523 0.11

* "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.