Jean-Marie Eveillard - First Eagle Investment Management
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 | 5,892,458 | 1.65 | Add 1.45% | 0.02 | $153.71–191.30 · VW $175.85i | $974,258,947 | SEC |
| 2025 Q4 | 5,808,120 | 1.64 | Reduce 5.12% | 0.09 | $142.11–164.06 · VW $152.85i | $931,622,512 | SEC |
| 2025 Q3 | 6,121,345 | 1.81 | Reduce 14.17% | 0.36 | $155.70–183.99 · VW $166.65i | $992,882,122 | SEC |
| 2025 Q2 | 7,132,119 | 2.53 | Reduce 20.62% | 0.61 | $145.08–186.69 · VW $171.71i | $1,298,972,770 | SEC |
| 2025 Q1 | 8,984,382 | 2.95 | Reduce 5.39% | 0.14 | $116.12–159.51 · VW $144.64i | $1,426,091,033 | SEC |
| 2024 Q4 | 9,496,473 | 2.56 | Reduce 11.02% | 0.29 | $117.53–134.15 · VW $127.54i | $1,142,900,523 | SEC |
| 2024 Q3 | 10,673,176 | 2.67 | Add 0.16% | <0.01 | $100.80–128.22 · VW $118.32i | $1,295,723,583 | SEC |
| 2024 Q2 | 10,655,948 | 2.40 | Add 7.43% | 0.17 | $87.82–104.90 · VW $97.83i | $1,079,767,175 | SEC |
| 2024 Q1 | 9,918,987 | 2.07 | Add 10.01% | 0.19 | $88.30–96.82 · VW $91.82i | $908,777,593 | SEC |
| 2023 Q4 | 9,016,430 | 2.03 | Reduce 0.35% | <0.01 | $87.23–96.58 · VW $92.18i | $848,265,723 | SEC |
| 2023 Q3 | 9,048,174 | 2.15 | Reduce 0.54% | 0.01 | $90.07–100.70 · VW $96.30i | $837,679,980 | SEC |
| 2023 Q2 | 9,096,873 | 2.28 | Reduce 0.44% | 0.01 | $89.09–101.92 · VW $95.59i | $888,036,717 | SEC |
| 2023 Q1 | 9,136,647 | 2.36 | Add 0.31% | <0.01 | $90.08–105.62 · VW $99.02i | $888,538,939 | SEC |
| 2022 Q4 | 9,108,586 | 2.54 | Reduce 6.59% | 0.16 | $83.74–104.31 · VW $96.31i | $921,880,008 | SEC |
| 2022 Q3 | 9,751,311 | 2.45 | Add 0.67% | 0.02 | $82.85–102.19 · VW $93.23i | $809,456,000 | SEC |
| 2022 Q2 | 9,686,262 | 2.71 | Add 0.25% | <0.01 | $94.59–109.81 · VW $101.80i | $956,422,000 | SEC |
| 2022 Q1 | 9,661,679 | 2.23 | Reduce 7.61% | 0.19 | $88.37–112.48 · VW $99.74i | $907,618,000 | SEC |
| 2021 Q4 | 10,457,356 | 2.49 | Reduce 0.61% | 0.02 | $85.64–99.73 · VW $92.41i | $993,449,000 | SEC |
| 2021 Q3 | 10,521,897 | 2.56 | Add 0.63% | 0.02 | $93.94–106.51 · VW $99.23i | $997,371,000 | SEC |
| 2021 Q2 | 10,456,409 | 2.59 | Reduce 0.05% | <0.01 | $87.33–100.95 · VW $96.18i | $1,036,335,000 | SEC |
| 2021 Q1 | 10,461,380 | 2.47 | Add 0.32% | <0.01 | $78.34–91.25 · VW $84.49i | $928,343,000 | SEC |
| 2020 Q4 | 10,428,496 | 2.43 | Reduce 17.99% | 0.51 | $68.93–86.61 · VW $77.12i | $863,375,000 | SEC |
| 2020 Q3 | 12,715,778 | 2.86 | Reduce 1.42% | 0.04 | $69.37–82.59 · VW $76.88i | $953,556,000 | SEC |
| 2020 Q2 | 12,898,497 | 2.84 | Add 2.72% | 0.08 | $66.85–78.87 · VW $72.76i | $903,669,000 | SEC |
| 2020 Q1 | 12,556,724 | 3.33 | Add 2.10% | 0.07 | $56.01–90.17 · VW $78.44i | $916,139,000 | SEC |
| 2019 Q4 | 12,298,763 | 2.87 | Reduce 1.19% | 0.03 | $75.81–87.08 · VW $82.39i | $1,046,502,000 | SEC |
| 2019 Q3 | 12,447,428 | 2.69 | Add 6.03% | 0.15 | $69.27–89.98 · VW $77.34i | $945,133,000 | SEC |
| 2019 Q2 | 11,739,607 | 2.49 | Reduce 0.19% | <0.01 | $75.58–89.09 · VW $81.34i | $921,911,000 | SEC |
| 2019 Q1 | 11,761,757 | 2.82 | Add 0.46% | 0.01 | $65.74–92.74 · VW $80.99i | $1,039,622,000 | SEC |
| 2018 Q4 | 11,708,071 | 2.27 | Add 50.79% | 0.76 | $64.67–92.69 · VW $81.59i | $781,631,000 | SEC |
| 2018 Q3 | 7,764,248 | 1.60 | Add 38.11% | 0.44 | $76.52–87.44 · VW $81.80i | $633,097,000 | SEC |
| 2018 Q2 | 5,621,843 | 1.12 | Buy | 1.12 | $76.21–103.55 · VW $83.40i | $453,908,000 | SEC |
| 2018 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $95.51–111.25 · VW $103.66i | SEC | |
| 2017 Q4 | 13,000 | <0.01 | $105.62 | $1,373,000 | SEC | ||
| 2017 Q3 | 13,000 | <0.01 | $111.00 | $1,443,000 | SEC | ||
| 2017 Q2 | 13,000 | <0.01 | $117.46 | $1,527,000 | SEC | ||
| 2017 Q1 | 13,000 | <0.01 | $112.92 | $1,468,000 | SEC | ||
| 2016 Q4 | 13,000 | <0.01 | $91.46 | $1,189,000 | SEC | ||
| 2016 Q3 | 13,000 | <0.01 | $97.23 | $1,264,000 | SEC | ||
| 2016 Q2 | 13,000 | <0.01 | $101.69 | $1,322,000 | SEC | ||
| 2016 Q1 | 13,000 | <0.01 | Reduce 5.80% | <0.01 | $84.46–99.53 · VW $91.69i | $1,275,000 | SEC |
| 2015 Q4 | 13,800 | <0.01 | Add 56.82% | <0.01 | $78.41–90.27 · VW $86.74i | $1,213,000 | SEC |
| 2015 Q3 | 8,800 | <0.01 | Reduce 36.23% | <0.01 | $76.54–86.51 · VW $81.50i | $698,000 | SEC |
| 2015 Q2 | 13,800 | <0.01 | $80.14 | $1,106,000 | SEC | ||
| 2015 Q1 | 13,800 | <0.01 | $75.36 | $1,040,000 | SEC | ||
| 2014 Q4 | 13,800 | <0.01 | $81.45 | $1,124,000 | SEC | ||
| 2014 Q3 | 13,800 | <0.01 | Reduce 59.77% | <0.01 | $81.19–86.85 · VW $83.87i | $1,151,000 | SEC |
| 2014 Q2 | 34,300 | 0.01 | Reduce 33.14% | <0.01 | $81.70–91.63 · VW $86.03i | $2,892,000 | SEC |
| 2014 Q1 | 51,300 | 0.01 | Add 294.62% | <0.01 | $75.28–87.20 · VW $80.34i | $4,200,000 | SEC |
| 2013 Q4 | 13,000 | <0.01 | Reduce 67.50% | <0.01 | $83.81–91.81 · VW $87.19i | $1,133,000 | SEC |
| 2013 Q3 | 40,000 | 0.01 | $86.60 | $3,464,000 | SEC | ||
| 2013 Q2 | 40,000 | 0.01 | $86.63 | $3,465,000 | SEC | ||
| 2013 Q1 | 40,000 | 0.02 | Reduce 13.04% | <0.01 | $84.33–93.61 · VW $90.06i | $3,708,000 | SEC |
| 2012 Q4 | 46,000 | 0.02 | $83.63 | $3,847,000 | SEC | ||
| 2012 Q3 | 46,000 | 0.02 | Reduce 2.13% | <0.01 | $86.11–93.60 · VW $89.93i | $4,137,000 | SEC |
| 2012 Q2 | 47,000 | 0.02 | $87.26 | $4,101,000 | SEC | ||
| 2012 Q1 | 47,000 | 0.02 | Reduce 12.96% | <0.01 | $72.85–88.86 · VW $81.13i | $4,165,000 | SEC |
| 2011 Q4 | 54,000 | 0.02 | $78.48 | $4,238,000 | SEC | ||
| 2011 Q3 | 54,000 | 0.02 | $62.39 | $3,369,000 | SEC | ||
| 2011 Q2 | 54,000 | 0.02 | $66.78 | $3,606,000 | SEC | ||
| 2011 Q1 | 54,000 | 0.02 | Reduce 3.57% | <0.01 | $55.85–65.92 · VW $61.13i | $3,544,000 | SEC |
| 2010 Q4 | 56,000 | 0.01 | $58.54 | $3,278,000 | SEC | ||
| 2010 Q3 | 56,000 | 0.03 | $56.02 | $3,137,000 | SEC | ||
| 2010 Q2 | 56,000 | 0.03 | Buy | 0.03 | $42.94–53.91 · VW $46.63i | $2,567,000 | SEC |
| 2010 Q1 | 0 | 0.00 | Sell 100.00% | 0.03 | $45.01–53.07 · VW $48.94i | SEC | |
| 2009 Q4 | 56,000 | 0.03 | Reduce 15.15% | <0.01 | $47.07–52.35 · VW $48.87i | $2,699,000 | SEC |
| 2009 Q3 | 66,000 | 0.04 | $48.74 | $3,217,000 | SEC | ||
| 2009 Q2 | 66,000 | 0.05 | Reduce 22.81% | 0.01 | $35.15–45.44 · VW $40.43i | $2,879,000 | SEC |
| 2009 Q1 | 85,500 | 0.06 | $35.58 | $3,042,000 | SEC | ||
| 2008 Q4 | 85,500 | 0.07 | $43.51 | $3,720,000 | SEC | ||
| 2008 Q3 | 85,500 | 0.06 | Add 71.00% | 0.02 | $46.80–56.26 · VW $51.55i | $4,113,000 | SEC |
| 2008 Q2 | 50,000 | 0.03 | Buy | 0.03 | $47.43–53.95 · VW $50.80i IPO/listing quarter |
$2,470,000 | SEC |
Price snapshot:
Current price$180.19
Avg. buy price$80.64
+/- since buy123.46%
52-week low$138.43
52-week high$191.46