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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
Q2 		$428K Buy
2,367
+329
+16% +$57.1K 0.14% 47
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACT Advisors's PM Position: Q2 2026 in Review

ACT Advisors increased its Philip Morris (PM) stake by 16% in Q2 2026, buying an estimated $57.1K and bringing the position to 2,367 shares worth $428K. The position accounts for 0.14% of the portfolio, ranked #47.

ACT Advisors first reported a position in PM in Q4 2020 and has held it in 13 quarters since. The position peaked at $431K in Q2 2025. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • ACT Advisors held 2,367 shares of Philip Morris worth $428K as of Q2 2026.
  • ACT Advisors bought 329 Philip Morris shares in Q2 2026, an estimated $57.1K.
  • Philip Morris made up 0.14% of ACT Advisors's portfolio in Q2 2026, its #47 holding.
  • ACT Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 13 quarters since.
  • ACT Advisors's Philip Morris position peaked at $431K in Q2 2025.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.