John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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 16,500 <0.01 Reduce 2.94% $153.71–191.30 · VW $175.85i $2,728,110 SEC
2025   Q4 17,000 <0.01 $160.40 $2,726,800 SEC
2025   Q3 17,000 <0.01 $162.20 $2,757,400 SEC
2025   Q2 17,000 <0.01 $182.13 $3,096,210 SEC
2025   Q1 17,000 <0.01 $158.73 $2,698,410 SEC
2024   Q4 17,000 <0.01 $120.35 $2,045,950 SEC
2024   Q3 17,000 <0.01 $121.40 $2,063,800 SEC
2024   Q2 17,000 <0.01 $101.33 $1,722,610 SEC
2024   Q1 17,000 <0.01 $91.62 $1,557,540 SEC
2023   Q4 17,000 <0.01 $94.08 $1,599,360 SEC
2023   Q3 17,000 <0.01 $92.58 $1,573,860 SEC
2023   Q2 17,000 <0.01 $97.62 $1,659,540 SEC
2023   Q1 17,000 <0.01 $97.25 $1,653,250 SEC
2022   Q4 17,000 <0.01 $101.21 $1,720,570 SEC
2022   Q3 17,000 <0.01 $83.00 $1,411,000 SEC
2022   Q2 17,000 <0.01 $98.76 $1,679,000 SEC
2022   Q1 17,000 <0.01 $93.94 $1,597,000 SEC
2021   Q4 17,000 <0.01 $95.00 $1,615,000 SEC
2021   Q3 17,000 <0.01 Reduce 7.67% <0.01 $93.94–106.51 · VW $99.23i $1,611,000 SEC
2021   Q2 18,413 <0.01 Reduce 0.54% $87.33–100.95 · VW $96.18i $1,825,000 SEC
2021   Q1 18,513 <0.01 Reduce 1.07% $78.34–91.25 · VW $84.49i $1,643,000 SEC
2020   Q4 18,713 <0.01 $82.78 $1,549,000 SEC
2020   Q3 18,713 <0.01 $74.97 $1,403,000 SEC
2020   Q2 18,713 <0.01 $70.06 $1,311,000 SEC
2020   Q1 18,713 <0.01 Reduce 1.06% $56.01–90.17 · VW $78.44i $1,365,000 SEC
2019   Q4 18,913 <0.01 $85.07 $1,609,000 SEC
2019   Q3 18,913 <0.01 $75.93 $1,436,000 SEC
2019   Q2 18,913 <0.01 $78.52 $1,485,000 SEC
2019   Q1 18,913 <0.01 $88.40 $1,672,000 SEC
2018   Q4 18,913 <0.01 $66.78 $1,263,000 SEC
2018   Q3 18,913 <0.01 $81.53 $1,542,000 SEC
2018   Q2 18,913 <0.01 $80.74 $1,527,000 SEC
2018   Q1 18,913 <0.01 $99.40 $1,880,000 SEC
2017   Q4 18,913 <0.01 $105.64 $1,998,000 SEC
2017   Q3 18,913 <0.01 Reduce 1.15% $109.31–121.69 · VW $115.44i $2,100,000 SEC
2017   Q2 19,133 <0.01 Reduce 1.38% $108.56–123.55 · VW $115.75i $2,247,000 SEC
2017   Q1 19,400 <0.01 Reduce 2.51% $89.97–114.65 · VW $104.34i $2,190,000 SEC
2016   Q4 19,900 <0.01 $91.51 $1,821,000 SEC
2016   Q3 19,900 <0.01 $97.24 $1,935,000 SEC
2016   Q2 19,900 <0.01 $101.71 $2,024,000 SEC
2016   Q1 19,900 <0.01 $98.09 $1,952,000 SEC
2015   Q4 19,900 <0.01 $87.89 $1,749,000 SEC
2015   Q3 19,900 <0.01 $79.35 $1,579,000 SEC
2015   Q2 19,900 <0.01 $80.15 $1,595,000 SEC
2015   Q1 19,900 <0.01 Reduce 1.97% $75.30–85.29 · VW $80.41i $1,499,000 SEC
2014   Q4 20,300 <0.01 Reduce 2.87% $81.16–90.25 · VW $85.80i $1,653,000 SEC
2014   Q3 20,900 <0.01 Reduce 1.88% $81.19–86.85 · VW $83.87i $1,743,000 SEC
2014   Q2 21,300 <0.01 $84.32 $1,796,000 SEC
2014   Q1 21,300 <0.01 $81.88 $1,744,000 SEC
2013   Q4 21,300 <0.01 $87.14 $1,856,000 SEC
2013   Q3 21,300 <0.01 $86.57 $1,844,000 SEC
2013   Q2 21,300 <0.01 Buy <0.01 $86.05–96.73 · VW $91.76i $1,845,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 $84.33–93.61 · VW $90.06i SEC
2012   Q4 21,710 <0.01 Reduce 6.86% <0.01 $82.10–94.13 · VW $87.62i $1,816,000 SEC
2012   Q3 23,308 <0.01 $89.93 $2,096,000 SEC
2012   Q2 23,308 <0.01 Reduce 2.98% <0.01 $81.10–91.05 · VW $86.96i $2,034,000 SEC
2012   Q1 24,024 <0.01 $88.62 $2,129,000 SEC
2011   Q4 24,024 <0.01 $78.46 $1,885,000 SEC
2011   Q3 24,024 <0.01 $62.40 $1,499,000 SEC
2011   Q2 24,024 <0.01 $66.77 $1,604,000 SEC
2011   Q1 24,024 <0.01 $65.64 $1,577,000 SEC
2010   Q4 24,024 <0.01 Reduce 11.10% <0.01 $55.10–60.87 · VW $58.14i $1,406,000 SEC
2010   Q3 27,024 <0.01 Reduce 8.47% <0.01 $45.55–57.11 · VW $52.00i $1,514,000 SEC
2010   Q2 29,524 <0.01 Reduce 2.32% $42.94–53.91 · VW $46.63i $1,353,000 SEC
2010   Q1 30,224 <0.01 Reduce 1.31% $45.01–53.07 · VW $48.94i $1,576,000 SEC
2009   Q4 30,626 <0.01 $48.19 $1,476,000 SEC
2009   Q3 30,626 <0.01 Reduce 3.16% <0.01 $42.02–49.95 · VW $46.63i $1,493,000 SEC
2009   Q2 31,626 <0.01 Reduce 20.39% <0.01 $35.15–45.44 · VW $40.43i $1,380,000 SEC
2009   Q1 39,726 <0.01 $35.57 $1,413,000 SEC
2008   Q4 39,726 <0.01 $43.50 $1,728,000 SEC
2008   Q3 39,726 <0.01 $48.10 $1,911,000 SEC
2008   Q2 39,726 <0.01 Buy <0.01 $47.43–53.95 · VW $50.80i
IPO/listing quarter
$1,962,000 SEC
Price snapshot:
Current price$180.19
Avg. buy price$86.62
+/- since buy108.02%
52-week low$138.43
52-week high$191.46