Andreas Halvorsen's PM Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 4.43 M shares of Philip Morris International Inc. (PM) worth $717.92 M, representing 1.86% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in PM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 3.65 M shares. Largest reduction occurred in Q4 2024, reducing 3.96 M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's Philip Morris International (PM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Philip Morris International (PM) Trades by Andreas Halvorsen
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +9.06 M | New Buy | 9.06 M | $97.62 |
| Q3 2023 | -3.08 M | Reduce 34.05% | 5.97 M | $92.58 |
| Q4 2023 | +3.65 M | Add 61.16% | 9.62 M | $94.08 |
| Q1 2024 | +3.39 M | Add 35.26% | 13.02 M | $91.62 |
| Q2 2024 | -2.1 M | Reduce 16.17% | 10.91 M | $101.33 |
| Q3 2024 | -1.86 M | Reduce 17.04% | 9.05 M | $121.40 |
| Q4 2024 | -3.96 M | Reduce 43.79% | 5.09 M | $120.35 |
| Q1 2025 | -1.87 M | Reduce 36.84% | 3.21 M | $158.73 |
| Q2 2025 | +240,726 | Add 7.49% | 3.45 M | $182.13 |
| Q3 2025 | +971,942 | Add 28.14% | 4.43 M | $162.20 |
Andreas Halvorsen's Philip Morris International Investment FAQs
Andreas Halvorsen first purchased Philip Morris International Inc. (PM) in Q2 2023, acquiring 9,055,492 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held Philip Morris International Inc. (PM) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's largest addition to Philip Morris International Inc. (PM) was in Q2 2023, adding 9,055,492 shares worth $884 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 4,426,128 shares of Philip Morris International Inc. (PM), valued at approximately $717.92 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Philip Morris International Inc. (PM) represents approximately 1.86% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's peak holding in Philip Morris International Inc. (PM) was 13,016,896 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.