PM
Philip Morris International In · Consumer Staples
Consensus score 4/100 · #114 this quarter · tier-weighted across tracked managers
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Gardner Russo & Quinn Graham/global value | 9.2% | $820M | TRIM |
| Fundsmith Concentrated | 3.9% | $527M | TRIM |
| Hosking Partners Concentrated | 0.3% | $8M | TRIM |
| Markel Group Concentrated | 0.2% | $21M | HOLD |
| Horizon Kinetics Franchise/inflation | 0.0% | $4M | TRIM |
| Semper Augustus Concentrated | 0.0% | $319K | HOLD |
| Yacktman Asset Management Quality value | 0.0% | $905K | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.