Accordant Advisory Group’s Philip Morris PM Stock Holding History

Accordant Advisory Group’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	$90.5K	Hold	500	–	–	0.06%	69
2026 Q1	$82.7K	Sell	500 -100	-17%	-$17.4K	0.05%	70
2025 Q4	$96.2K	Hold	600	–	–	0.07%	62
2025 Q3	$97.3K	Hold	600	–	–	0.07%	69
2025 Q2	$109K	Sell	600 -3	-0.5%	-$515	0.08%	65
2025 Q1	$95.7K	Hold	603	–	–	0.09%	50
2024 Q4	$72.6K	Hold	603	–	–	0.07%	58
2024 Q3	$73.2K	Buy	603 +3	+0.5%	+$349	0.06%	59
2024 Q2	$60.8K	Sell	600 -1,303	-68%	-$127K	0.06%	68
2024 Q1	$174K	Buy	+1,903	New	+$175K	0.13%	88

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

Accordant Advisory Group's PM Position: Q2 2026 in Review

Accordant Advisory Group held its Philip Morris (PM) position steady in Q2 2026 at 500 shares worth $90.5K. The position accounts for 0.06% of the portfolio, ranked #69.

Accordant Advisory Group first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $174K in Q1 2024. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Accordant Advisory Group held 500 shares of Philip Morris worth $90.5K as of Q2 2026.
Accordant Advisory Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.06% of Accordant Advisory Group's portfolio in Q2 2026, its #69 holding.
Accordant Advisory Group first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
Accordant Advisory Group's Philip Morris position peaked at $174K in Q1 2024.
2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.