ACT Advisors’s Philip Morris PM Stock Holding History

ACT 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 Q1	$337K	Buy	2,038 +28	+1%	+$4.87K	0.14%	48
2025 Q4	$322K	Sell	2,010 -105	-5%	-$16.3K	0.13%	50
2025 Q3	$343K	Sell	2,115 -253	-11%	-$42.6K	0.14%	47
2025 Q2	$431K	Buy	2,368 +367	+18%	+$63K	0.2%	34
2025 Q1	$318K	Buy	2,001 +62	+3%	+$8.78K	0.17%	40
2024 Q4	$233K	Buy	1,939 +92	+5%	+$11.6K	0.13%	45
2024 Q3	$224K	Buy	+1,847	New	+$215K	0.11%	46
2022 Q1	–	Sell	-2,695	Closed	-$256K	–	33
2021 Q4	$256K	Hold	2,695	–	–	0.19%	30
2021 Q3	$255K	Hold	2,695	–	–	0.2%	29
2021 Q2	$266K	Hold	2,695	–	–	0.2%	29
2021 Q1	$254K	Hold	2,695	–	–	0.2%	27
2020 Q4	$223K	Buy	+2,695	New	+$210K	0.2%	26

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACT Advisors's PM Position: Q1 2026 in Review

ACT Advisors increased its Philip Morris (PM) stake by 1.4% in Q1 2026, buying an estimated $4.87K and bringing the position to 2,038 shares worth $337K. The position accounts for 0.14% of the portfolio, ranked #48.

ACT Advisors first reported a position in PM in Q4 2020 and has held it in 12 quarters since. The position peaked at $431K in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

ACT Advisors held 2,038 shares of Philip Morris worth $337K as of Q1 2026.
ACT Advisors bought 28 Philip Morris shares in Q1 2026, an estimated $4.87K.
Philip Morris made up 0.14% of ACT Advisors's portfolio in Q1 2026, its #48 holding.
ACT Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 12 quarters since.
ACT Advisors's Philip Morris position peaked at $431K in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on ACT Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.