SEC 13F Intelligence

Independent Franchise Partners LLP / 4I1

Independent Franchise Partners LLP’s Philip Morris Intl Inc Position

Does Independent Franchise Partners LLP own Philip Morris Intl Inc (4I1)? Yes — 2.56M shares worth $423M (+2.96% of its 13F portfolio) as of Q1 2026, down from 3.82M shares the prior filed quarter.

Position Value
$423M
Q1 2026
Shares
2.56M
% of Portfolio
+2.96%
Quarters Held
30
currently held

Position History 4I1

Reported value by quarter
Q4 ’18: $339MQ4 ’18Q1 ’19: $387MQ2 ’19: $338MQ3 ’19: $312MQ4 ’19: $316MQ4 ’19Q1 ’20: $353MQ2 ’20: $500MQ3 ’20: $666MQ4 ’20: $749MQ4 ’20Q1 ’21: $933MQ2 ’21: $1.0BQ3 ’21: $882MQ4 ’21: $848MQ4 ’21Q1 ’22: $642MQ2 ’22: $643MQ3 ’22: $526MQ4 ’22: $633MQ4 ’22Q1 ’23: $605MQ2 ’23: $616MQ3 ’23: $576MQ4 ’23: $550MQ4 ’23Q1 ’24: $649MQ2 ’24: $679MQ3 ’24: $741MQ4 ’24: $800MQ4 ’24Q1 ’25: $691MQ2 ’25: $695MQ3 ’25: $612MQ4 ’25: $613MQ4 ’25Q1 ’26: $423Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.56M$423M+2.96%
Q4 20253.82M$613M+3.90%
Q3 20253.78M$612M+4.04%
Q2 20253.81M$695M+4.62%
Q1 20254.35M$691M+4.93%
Q4 20246.64M$800M+6.00%
Q3 20246.10M$741M+6.54%
Q2 20246.70M$679M+6.25%
Q1 20247.08M$649M+5.37%
Q4 20235.85M$550M+4.68%
Q3 20236.23M$576M+5.00%
Q2 20236.31M$616M+5.15%
Q1 20236.22M$605M+5.44%
Q4 20226.25M$633M+6.20%
Q3 20226.33M$526M+5.53%
Q2 20226.51M$643M+6.04%
Q1 20226.84M$642M+5.07%
Q4 20218.93M$848M+6.68%
Q3 20219.31M$882M+6.94%
Q2 202110.32M$1.0B+7.62%
Q1 202110.52M$933M+7.44%
Q4 20209.05M$749M+6.44%
Q3 20208.88M$666M+6.61%
Q2 20207.14M$500M+5.08%
Q1 20204.84M$353M+4.35%
Q4 20193.72M$316M+3.17%
Q3 20194.11M$312M+3.18%
Q2 20194.31M$338M+3.48%
Q1 20194.37M$387M+4.36%
Q4 20185.08M$339M+4.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Franchise Partners LLP’s full portfolio or all institutional holders of 4I1.