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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
Q2 		$240K Sell
1,326
-22
-2% -$3.81K 0.01% 177
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 $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

Advance Capital Management's PM Position: Q2 2026 in Review

Advance Capital Management reduced its Philip Morris (PM) stake by 1.6% in Q2 2026, selling an estimated $3.81K and leaving 1,326 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #177.

Advance Capital Management first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $261K in Q2 2025. 2,932 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Advance Capital Management held 1,326 shares of Philip Morris worth $240K as of Q2 2026.
  • Advance Capital Management sold 22 Philip Morris shares in Q2 2026, an estimated $3.81K.
  • Philip Morris made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #177 holding.
  • Advance Capital Management first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Advance Capital Management's Philip Morris position peaked at $261K in Q2 2025.
  • 2,932 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.