YACKTMAN ASSET MANAGEMENT LP
Position in PM — Philip Morris International Inc.
CIK 905567
AUSTIN, TX
Position in PM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$904,550
-$70,956 QoQ
Shares Held
5,000
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,486
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026YACKTMAN ASSET MANAGEMENT LP holds $1,206,740 across 2 Tobacco names. PM ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
5,000 | $904,550 | |
| 2 | MO |
Altria Group, Inc.
|
4,200 | $302,190 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,550 | 5,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $975,506 | 5,900 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,010,520 | 6,300 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,021,860 | 6,300 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,220,271 | 6,700 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,158,887 | 7,301 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $878,675 | 7,301 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $886,341 | 7,301 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $739,810 | 7,301 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $668,917 | 7,301 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $686,878 | 7,301 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $675,926 | 7,301 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $712,723 | 7,301 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $875,347 | 9,001 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $991,959 | 9,801 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,411,253 | 17,001 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,678,678 | 17,001 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,972,833 | 21,001 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,090,095 | 22,001 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,097,418 | 22,127 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,329,184 | 23,501 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,085,478 | 23,501 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,945,647 | 23,501 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,762,339 | 23,501 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,646,480 | 23,501 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,714,632 | 23,501 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||