1620 Investment Advisors’s Philip Morris PM Stock Holding History

1620 Investment Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.42K	Hold	41	–	–	﹤0.01%	522
2026 Q1	$6.78K	Sell	41 -5	-11%	-$869	﹤0.01%	506
2025 Q4	$7.38K	Hold	46	–	–	﹤0.01%	491
2025 Q3	$7.46K	Hold	46	–	–	0.01%	486
2025 Q2	$8.38K	Sell	46 -54	-54%	-$9.27K	0.01%	478
2025 Q1	$1.72K	Buy	100 +54	+117%	+$7.65K	﹤0.01%	589
2024 Q4	$5.54K	Buy	46 +35	+318%	+$4.42K	﹤0.01%	521
2024 Q3	$1.36K	Buy	+11	New	+$1.28K	﹤0.01%	591

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

1620 Investment Advisors's PM Position: Q2 2026 in Review

1620 Investment Advisors held its Philip Morris (PM) position steady in Q2 2026 at 41 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

1620 Investment Advisors first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.38K in Q2 2025. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

1620 Investment Advisors held 41 shares of Philip Morris worth $7.42K as of Q2 2026.
1620 Investment Advisors left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #522 holding.
1620 Investment Advisors first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
1620 Investment Advisors's Philip Morris position peaked at $8.38K in Q2 2025.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.