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JBSS · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • JBSS
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterJBSSPM
Q3 20203 holders, $23m25 holders, $19.7bn
Q4 20203 holders, $22m25 holders, $21.5bn
Q1 20213 holders, $24m27 holders, $22.1bn
Q2 20212 holders, $22m20 holders, $23.2bn
Q3 20212 holders, $17m25 holders, $22.8bn
Q4 20213 holders, $19m26 holders, $22.3bn
Q1 20222 holders, $15m29 holders, $23.2bn
Q2 20223 holders, $12m28 holders, $25.8bn
Q3 20222 holders, $8.8m33 holders, $22.2bn
Q4 20223 holders, $9.9m26 holders, $27.0bn
Q1 20232 holders, $4.2m36 holders, $27.6bn
Q2 20233 holders, $5.5m29 holders, $28.9bn
Q3 20232 holders, $2.8m32 holders, $28.5bn
Q4 20231 holders, $3.8m34 holders, $28.8bn
Q1 20241 holders, $4.5m36 holders, $28.4bn
Q2 20241 holders, $5.6m31 holders, $31.4bn
Q3 20241 holders, $5.5m39 holders, $38.2bn
Q4 20241 holders, $7.6m40 holders, $36.6bn
Q1 20251 holders, $9.3m44 holders, $49.1bn
Q2 20251 holders, $11m44 holders, $54.3bn
Q3 20252 holders, $21m36 holders, $49.3bn
Q4 20251 holders, $14m26 holders, $50.5bn
Q1 20261 holders, $15m25 holders, $57.3bn
Q2 20261 holders, $16m27 holders, $63.8bn
JBSS

Sanfilippo John B & Son Inc

Holders
1
Reported value
$16m
Buyers
10
Sellers
12

Breadth -2 among 91 comparable managers.

PM

Philip Morris Intl Inc

Holders
27
Reported value
$63.8bn
Buyers
20
Sellers
19

Breadth +1 among 91 comparable managers.

Who holds both, Q2 2026

Among the 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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