Position in PM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$320,081,530
+$26,508,952 QoQ
Shares Held
1,769,286
-0.4% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#69
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $325,190,411 across 2 Tobacco names. PM ranks #1 (98.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
1,769,286 | $320,081,530 | |
| 2 | MO |
Altria Group, Inc.
|
71,006 | $5,108,881 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,081,530 | 1,769,286 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $293,572,578 | 1,775,569 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $291,068,416 | 1,814,641 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $290,943,168 | 1,793,731 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $335,915,654 | 1,844,373 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $296,463,830 | 1,867,724 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $225,329,379 | 1,872,284 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $222,746,419 | 1,834,814 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $187,356,130 | 1,848,970 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $173,654,349 | 1,895,376 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $178,261,278 | 1,894,784 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $176,967,318 | 1,911,507 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $183,283,795 | 1,877,523 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $180,902,505 | 1,860,180 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $187,896,466 | 1,856,501 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $155,041,097 | 1,867,740 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $190,192,593 | 1,926,196 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $181,975,683 | 1,937,148 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $190,498,940 | 2,005,252 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $187,248,924 | 1,975,408 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $189,118,034 | 1,908,163 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $167,024,032 | 1,882,173 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $146,588,470 | 1,770,606 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $128,769,678 | 1,717,158 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $119,199,313 | 1,701,389 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $124,724,828 | 1,709,496 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||