Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
Holdings Activity Buys Sells    History
Holding/activity history for  Philip Morris International Inc. (PM)
← All PM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 5,900 0.01 Reduce 6.35% <0.01 $153.71–191.30 · VW $175.85i $975,506 SEC
2025   Q4 6,300 0.01 $160.40 $1,010,520 SEC
2025   Q3 6,300 0.01 Reduce 5.97% <0.01 $155.70–183.99 · VW $166.65i $1,021,860 SEC
2025   Q2 6,700 0.02 Reduce 8.23% <0.01 $145.08–186.69 · VW $171.71i $1,220,271 SEC
2025   Q1 7,301 0.02 $158.73 $1,158,888 SEC
2024   Q4 7,301 0.01 $120.35 $878,675 SEC
2024   Q3 7,301 0.01 $121.40 $886,341 SEC
2024   Q2 7,301 0.01 $101.33 $739,810 SEC
2024   Q1 7,301 0.01 $91.62 $668,918 SEC
2023   Q4 7,301 0.01 $94.08 $686,878 SEC
2023   Q3 7,301 0.01 $92.58 $675,927 SEC
2023   Q2 7,301 0.01 Reduce 18.89% <0.01 $89.09–101.92 · VW $95.59i $712,724 SEC
2023   Q1 9,001 0.01 Reduce 8.16% <0.01 $90.08–105.62 · VW $99.02i $875,347 SEC
2022   Q4 9,801 0.01 Reduce 42.35% <0.01 $83.74–104.31 · VW $96.31i $991,959 SEC
2022   Q3 17,001 0.02 $83.00 $1,411,000 SEC
2022   Q2 17,001 0.02 Reduce 19.05% <0.01 $94.59–109.81 · VW $101.80i $1,679,000 SEC
2022   Q1 21,001 0.02 Reduce 4.55% <0.01 $88.37–112.48 · VW $99.74i $1,973,000 SEC
2021   Q4 22,001 0.02 Reduce 0.57% <0.01 $85.64–99.73 · VW $92.41i $2,090,000 SEC
2021   Q3 22,127 0.02 Reduce 5.85% <0.01 $93.94–106.51 · VW $99.23i $2,097,000 SEC
2021   Q2 23,501 0.02 $99.10 $2,329,000 SEC
2021   Q1 23,501 0.02 $88.72 $2,085,000 SEC
2020   Q4 23,501 0.02 $82.80 $1,946,000 SEC
2020   Q3 23,501 0.03 $74.98 $1,762,000 SEC
2020   Q2 23,501 0.03 $70.04 $1,646,000 SEC
2020   Q1 23,501 0.03 Reduce 5.34% <0.01 $56.01–90.17 · VW $78.44i $1,715,000 SEC
2019   Q4 24,826 0.03 Add 5.64% <0.01 $75.81–87.08 · VW $82.39i $2,113,000 SEC
2019   Q3 23,501 0.02 $75.91 $1,784,000 SEC
2019   Q2 23,501 0.02 Reduce 9.62% <0.01 $75.58–89.09 · VW $81.34i $1,846,000 SEC
2019   Q1 26,001 0.03 $88.38 $2,298,000 SEC
2018   Q4 26,001 0.02 Reduce 6.47% <0.01 $64.67–92.69 · VW $81.59i $1,736,000 SEC
2018   Q3 27,801 0.03 Reduce 0.71% <0.01 $76.52–87.44 · VW $81.80i $2,267,000 SEC
2018   Q2 28,001 0.03 $80.75 $2,261,000 SEC
2018   Q1 28,001 0.03 Reduce 1.06% <0.01 $95.51–111.25 · VW $103.66i $2,783,000 SEC
2017   Q4 28,301 0.03 Reduce 0.35% <0.01 $101.58–115.28 · VW $105.79i $2,990,000 SEC
2017   Q3 28,401 0.03 $111.02 $3,153,000 SEC
2017   Q2 28,401 0.03 Reduce 0.35% <0.01 $108.56–123.55 · VW $115.75i $3,336,000 SEC
2017   Q1 28,501 0.03 $112.91 $3,218,000 SEC
2016   Q4 28,501 0.02 $91.51 $2,608,000 SEC
2016   Q3 28,501 0.02 $97.22 $2,771,000 SEC
2016   Q2 28,501 0.02 Reduce 0.98% <0.01 $95.91–102.55 · VW $99.51i $2,899,000 SEC
2016   Q1 28,784 0.02 $98.11 $2,824,000 SEC
2015   Q4 28,784 0.02 $87.90 $2,530,000 SEC
2015   Q3 28,784 0.01 $79.31 $2,283,000 SEC
2015   Q2 28,784 0.01 Reduce 2.06% <0.01 $75.27–86.91 · VW $82.00i $2,308,000 SEC
2015   Q1 29,389 0.01 $75.33 $2,214,000 SEC
2014   Q4 29,389 0.01 Reduce 1.01% <0.01 $81.16–90.25 · VW $85.80i $2,394,000 SEC
2014   Q3 29,689 0.01 $83.40 $2,476,000 SEC
2014   Q2 29,689 0.01 $84.31 $2,503,000 SEC
2014   Q1 29,689 0.01 Reduce 23.26% <0.01 $75.28–87.20 · VW $80.34i $2,431,000 SEC
2013   Q4 38,689 0.01 $87.13 $3,371,000 SEC
2013   Q3 38,689 0.02 Reduce 2.52% <0.01 $82.86–91.40 · VW $87.16i $3,350,000 SEC
2013   Q2 39,689 0.02 $86.62 $3,438,000 SEC
2013   Q1 39,689 0.02 $92.72 $3,680,000 SEC
2012   Q4 39,689 0.02 Reduce 8.10% <0.01 $82.10–94.13 · VW $87.62i $3,320,000 SEC
2012   Q3 43,189 0.02 $89.93 $3,884,000 SEC
2012   Q2 43,189 0.02 $87.27 $3,769,000 SEC
2012   Q1 43,189 0.03 Reduce 2.70% <0.01 $72.85–88.86 · VW $81.13i $3,827,000 SEC
2011   Q4 44,389 0.03 $78.49 $3,484,000 SEC
2011   Q3 44,389 0.03 $62.38 $2,769,000 SEC
2011   Q2 44,389 0.03 Reduce 13.98% <0.01 $64.49–71.75 · VW $68.68i $2,964,000 SEC
2011   Q1 51,601 0.04 Reduce 3.01% <0.01 $55.85–65.92 · VW $61.13i $3,387,000 SEC
2010   Q4 53,201 0.05 $58.53 $3,114,000 SEC
2010   Q3 53,201 0.07 Reduce 1.84% <0.01 $45.55–57.11 · VW $52.00i $2,980,000 SEC
2010   Q2 54,201 0.07 $45.85 $2,485,000 SEC
2010   Q1 54,201 0.09 Reduce 0.55% <0.01 $45.01–53.07 · VW $48.94i $2,827,000 SEC
2009   Q4 54,501 0.12 Reduce 0.37% <0.01 $47.07–52.35 · VW $48.87i $2,626,000 SEC
2009   Q3 54,701 0.17 $48.74 $2,666,000 SEC
2009   Q2 54,701 0.25 Reduce 6.81% 0.03 $35.15–45.44 · VW $40.43i $2,386,000 SEC
2009   Q1 58,701 0.38 $35.59 $2,089,000 SEC
2008   Q4 58,701 0.40 $43.51 $2,554,000 SEC
2008   Q3 58,701 0.42 $48.11 $2,824,000 SEC
2008   Q2 58,701 0.44 Add 7.31% 0.03 $47.43–53.95 · VW $50.80i
IPO/listing quarter
$2,899,000 SEC
2008   Q1 54,701 0.36 Buy 0.36 $50.58 $2,767,000 SEC
Price snapshot:
Current price$180.19
Avg. buy price$52.35
+/- since buy244.23%
52-week low$138.43
52-week high$191.46