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Advance Capital Management’s Philip Morris PM Stock Holding History

Advance Capital Management’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 		$223K Buy
1,348
+25
+2% +$4.34K 0.01% 161
2025
Q4 		$212K Sell
1,323
-10
-0.8% -$1.55K 0.01% 165
2025
Q3 		$216K Sell
1,333
-98
-7% -$16.5K 0.01% 161
2025
Q2 		$261K Buy
1,431
+18
+1% +$3.09K 0.01% 142
2025
Q1 		$224K Buy
+1,413
New +$200K 0.01% 145

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

Advance Capital Management's PM Position: Q1 2026 in Review

Advance Capital Management increased its Philip Morris (PM) stake by 1.9% in Q1 2026, buying an estimated $4.34K and bringing the position to 1,348 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #161.

Advance Capital Management first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $261K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Advance Capital Management held 1,348 shares of Philip Morris worth $223K as of Q1 2026.
  • Advance Capital Management bought 25 Philip Morris shares in Q1 2026, an estimated $4.34K.
  • Philip Morris made up 0.01% of Advance Capital Management's portfolio in Q1 2026, its #161 holding.
  • Advance Capital Management first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Advance Capital Management's Philip Morris position peaked at $261K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.