Grantham, Mayo, Van Otterloo & Co. LLC

Position in PM — Philip Morris International Inc.

CIK 1352662 Boston, MA

Position in PM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$140,371,144

+$138,213,073 QoQ

Shares Held

775,917

+5731.8% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#118

of 2,919 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Consumer Defensive · as of Jun 30, 2026

Grantham, Mayo, Van Otterloo & Co. LLC holds $172,605,669 across 4 Tobacco names. PM ranks #1 (81.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	775,917	$140,371,144
2	BTI	British American Tobacco p.l.c.	463,380	$28,618,348
3	MO	Altria Group, Inc.	40,505	$2,914,334
4	UVV	Universal Corp /Va/	13,453	$701,843

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$140,371,144	775,917	+5731.8%	Shares	Sole	2026-08-13
2025-09-30	$2,158,071	13,305	-62.3%	Shares	Sole	2025-11-13
2025-06-30	$6,428,278	35,295	+54.5%	Shares	Sole	2025-08-13
2025-03-31	$3,625,393	22,840	+326.3%	Shares	Sole	2025-05-14
2024-12-31	$644,835	5,358	-29.8%	Shares	Sole	2025-02-13
2024-09-30	$926,646	7,633	+30.4%	Shares	Sole	2024-11-13
2023-12-31	$550,838	5,855	-91.0%	Shares	Sole	2024-02-13
2023-09-30	$6,046,677	65,313	+45.8%	Shares	Sole	2023-11-13
2023-06-30	$4,372,009	44,786	+549.1%	Shares	Sole	2023-08-14
2023-03-31	$671,025	6,900	+15.0%	Shares	Sole	2023-05-12
2022-03-31	$563,640	6,000	-96.4%	Shares	Sole	2022-05-13
2021-12-31	$15,937,485	167,763	-48.9%	Shares	Sole	2022-02-11
2021-09-30	$31,092,352	328,013	+4.9%	Shares	Sole	2021-11-12
2021-06-30	$30,983,074	312,613	-84.5%	Shares	Sole	2021-08-12
2020-09-30	$151,281,751	2,017,359	+1.7%	Shares	Sole	2020-11-13
2020-06-30	$138,996,027	1,983,957	+1.1%	Shares	Sole	2020-08-13
2020-03-31	$143,119,211	1,961,612	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.