Capital Research Global Investors PM — PHILIP MORRIS INTERNATIONAL

Ownership history in Capital Research Global Investors  ·  72 quarters on record

AI Ownership Summary

Capital Research Global Investors reported PHILIP MORRIS INTERNATIONAL (PM) in 72 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.05% in 2026 Q1. The latest visible filing shows PM at 2.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Research Global Investors's position in PHILIP MORRIS INTERNATIONAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PM was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PM stock page Capital Research Global Investors fund profile Capital Research Global Investors full holdings
How Capital Research Global Investors held PM — position size vs. price
% of Fund (quarterly)    PM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 79,823,025 +25,263,319 +46.3% 2.05% $13.20B 2026-05-13 $186.36
2025 Q4 ADDED — — — 54,559,706 +11,013,173 +25.3% 1.62% $8.75B 2026-02-11 $183.10
2025 Q3 ADDED — — — 43,546,533 +2,911,835 +7.2% 1.33% $7.06B 2025-11-13 $151.13
2025 Q2 REDUCED 9.5% -10.5% ✅ 40,634,698 -4,256,035 -9.5% 1.48% $7.40B 2025-08-13 $160.08
2025 Q1 REDUCED 11.7% +15.6% ❌ 44,890,733 -5,955,282 -11.7% 1.55% $7.13B 2025-05-12 $157.88
2024 Q4 REDUCED 9.8% +33.0% ❌ 50,846,015 -5,494,118 -9.8% 1.26% $6.12B 2025-02-13 $141.64
2024 Q3 REDUCED 5.9% -0.1% ❌ 56,340,133 -3,543,668 -5.9% 1.42% $6.84B 2024-11-13 $117.60
2024 Q2 REDUCED — — — 59,883,801 -333,238 -0.6% 1.33% $6.07B 2024-08-13 $109.49
2024 Q1 ADDED — — — 60,217,039 +1,800,864 +3.1% 1.25% $5.52B 2024-05-14 $91.52
63 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PM

As of 2026 Q2 — sorted by position size

CALEDONIA INVESTMENTS PLC 3Y 7Y 14.38% Savoir Faire Capital Management, L.P. 5.93% Ninety One North America, Inc. 3Y 7Y 5.91% CORTLAND ASSOCIATES INC/MO 3Y 7Y 5.02% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 4.22% Broyhill Asset Management, LLC 3.94% SANDERS MORRIS HARRIS LLC 3Y 7Y 3.81% ASSET PLANNING SERVICES INC /LA/ /ADV 3Y 7Y 3.58% Orca Wealth Management, LLC 3.52% Alley Investment Management Company, LLC 3Y 3.41%

FAQ About Capital Research Global Investors and PM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Research Global Investors reported owning PM?

Capital Research Global Investors reported PM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PM position in Capital Research Global Investors's portfolio?

The largest reported portfolio weight for PM was 2.05% in 2026 Q1.

What is the latest reported PM position on this page?

The most recent filing on this page is 2026 Q1, when Capital Research Global Investors reported 79,823,025 shares, equal to 2.05% of portfolio, with an estimated market value of $13.20B.

What does the chart on this PM ownership page compare?

The chart compares Capital Research Global Investors's quarterly PM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Research Global Investors time their PM position?

Based on 13F filing dates vs. subsequent PM price moves, Capital Research Global Investors correctly timed 33 out of 71 reported position changes (46%). The annualised alpha on PM relative to SPY over the holding period was -0.1%.

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