Ray Dalio’s PM Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q3 2022
+386,005 Shares
Current Position
154,315 Shares
$25.03 M Value

Ray Dalio's PM Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 154,315 shares of Philip Morris International Inc. (PM) worth $25.03 M, representing 0.10% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in PM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2022, adding 386,005 shares. Largest reduction occurred in Q2 2022, reducing 599,554 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Philip Morris International (PM) Holding Value Over Time

Track share changes against reported price movement

Quarterly Philip Morris International (PM) Trades by Ray Dalio

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +6,001 Add 0.00% 6,000 $86.67
Q3 2013 -6,000 Sold Out 6,000 $0.00
Q2 2014 +2,400 New Buy 2,400 $84.17
Q3 2014 -2,400 Sold Out 2,400 $0.00
Q1 2015 +9,600 New Buy 9,600 $75.31
Q2 2015 -9,600 Sold Out 9,600 $0.00
Q3 2017 +14,901 New Buy 14,901 $111.00
Q4 2017 -14,901 Sold Out 14,901 $0.00
Q1 2018 +19,711 New Buy 19,711 $99.39
Q2 2018 -19,711 Sold Out 19,711 $0.00
Q4 2018 +49,384 New Buy 49,384 $66.76
Q1 2019 -49,384 Sold Out 49,384 $0.00
Q1 2020 +67,447 New Buy 67,447 $72.96
Q2 2020 -21,695 Reduce 32.17% 45,752 $70.05
Q3 2020 -45,752 Sold Out 45,752 $0.00
Q3 2021 +72,137 New Buy 72,137 $94.79
Q4 2021 +190,756 Add 264.44% 262,893 $95.00
Q1 2022 +364,558 Add 138.67% 627,451 $93.94
Q2 2022 -599,554 Reduce 95.55% 27,897 $98.76
Q3 2022 +386,005 Add 1383.68% 413,902 $83.01
Q4 2022 -140,334 Reduce 33.91% 273,568 $101.21
Q1 2023 +173,473 Add 63.41% 447,041 $97.25
Q2 2023 +367,544 Add 82.22% 814,585 $97.62
Q3 2023 +70,776 Add 8.69% 885,361 $92.58
Q4 2023 +97,886 Add 11.06% 983,247 $94.08
Q1 2024 -583,837 Reduce 59.38% 399,410 $91.62
Q2 2024 -116,303 Reduce 29.12% 283,107 $101.33
Q3 2024 -139,228 Reduce 49.18% 143,879 $121.40
Q4 2024 +209,566 Add 145.65% 353,445 $120.35
Q1 2025 -256,197 Reduce 72.49% 97,248 $158.73
Q2 2025 +96,346 Add 99.07% 193,594 $182.13
Q3 2025 -39,279 Reduce 20.29% 154,315 $162.20

Ray Dalio's Philip Morris International Investment FAQs

Ray Dalio first purchased Philip Morris International Inc. (PM) in Q2 2013, acquiring 6,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Philip Morris International Inc. (PM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's largest addition to Philip Morris International Inc. (PM) was in Q3 2022, adding 413,902 shares worth $34.36 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 154,315 shares of Philip Morris International Inc. (PM), valued at approximately $25.03 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 0.10% of Ray Dalio'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.

Ray Dalio's peak holding in Philip Morris International Inc. (PM) was 983,247 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.