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ZACKS INVESTMENT MANAGEMENT: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZACKS INVESTMENT MANAGEMENT on PM, newest first. How the timeline and the estimate are built.

ZACKS INVESTMENT MANAGEMENT held 795,471 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 795,471 shares
    Change vs previous 13F -6,403 shares

    1.02% of the 13F portfolio, value $143,908,984.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 801,874 shares
    Change vs previous 13F -6,560 shares

    1.06% of the 13F portfolio, value $132,581,800.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 808,434 shares
    Change vs previous 13F -9,991 shares

    1.02% of the 13F portfolio, value $129,672,759.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 818,425 shares
    Change vs previous 13F +2,373 shares

    1.06% of the 13F portfolio, value $132,748,720.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 816,052 shares
    Change vs previous 13F +5,384 shares

    1.27% of the 13F portfolio, value $148,627,560.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 810,668 shares
    Change vs previous 13F +11,632 shares

    1.2% of the 13F portfolio, value $128,677,418.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 799,036 shares
    Change vs previous 13F -84,372 shares

    0.89% of the 13F portfolio, value $96,163,989.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 883,408 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $107,245,763.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).