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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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accordant Advisory Group's PM Position: Q1 2026 in Review

Accordant Advisory Group reduced its Philip Morris (PM) stake by 17% in Q1 2026, selling an estimated $17.4K and leaving 500 shares worth $82.7K. The position accounts for 0.05% of the portfolio, ranked #70.

Accordant Advisory Group first reported a position in PM in Q1 2024 and has held it in 9 quarters since. The position peaked at $174K in Q1 2024. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Accordant Advisory Group held 500 shares of Philip Morris worth $82.7K as of Q1 2026.
  • Accordant Advisory Group sold 100 Philip Morris shares in Q1 2026, an estimated $17.4K.
  • Philip Morris made up 0.05% of Accordant Advisory Group's portfolio in Q1 2026, its #70 holding.
  • Accordant Advisory Group first reported a position in Philip Morris in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's Philip Morris position peaked at $174K in Q1 2024.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.