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Advisor OS’s Philip Morris PM Stock Holding History

Advisor OS’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 		$1.37M Buy
8,276
+517
+7% +$89.8K 0.1% 144
2025
Q4 		$1.24M Buy
7,759
+214
+3% +$33.2K 0.1% 134
2025
Q3 		$1.22M Buy
7,545
+139
+2% +$23.4K 0.11% 126
2025
Q2 		$1.35M Buy
7,406
+669
+10% +$115K 0.13% 106
2025
Q1 		$1.07M Buy
6,737
+630
+10% +$89.2K 0.12% 118
2024
Q4 		$735K Buy
6,107
+345
+6% +$43.5K 0.09% 161
2024
Q3 		$700K Buy
5,762
+260
+5% +$30.2K 0.07% 209
2024
Q2 		$558K Sell
5,502
-39
-0.7% -$3.81K 0.06% 234
2024
Q1 		$508K Sell
5,541
-10,976
-66% -$1.01M 0.06% 234
2023
Q4 		$1.55M Buy
16,517
+539
+3% +$49.7K 0.2% 86
2023
Q3 		$1.48M Buy
15,978
+11,799
+282% +$1.14M 0.22% 84
2023
Q2 		$408K Buy
+4,179
New +$399K 0.07% 210
2023
Q1 		– Sell
-1,978
Closed -$200K – 246
2022
Q4 		$200K Buy
+1,978
New +$187K 0.05% 208

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

Advisor OS's PM Position: Q1 2026 in Review

Advisor OS increased its Philip Morris (PM) stake by 6.7% in Q1 2026, buying an estimated $89.8K and bringing the position to 8,276 shares worth $1.37M. The position accounts for 0.1% of the portfolio, ranked #144.

Advisor OS first reported a position in PM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.55M in Q4 2023. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Advisor OS held 8,276 shares of Philip Morris worth $1.37M as of Q1 2026.
  • Advisor OS bought 517 Philip Morris shares in Q1 2026, an estimated $89.8K.
  • Philip Morris made up 0.1% of Advisor OS's portfolio in Q1 2026, its #144 holding.
  • Advisor OS first reported a position in Philip Morris in Q4 2022 and has held it in 13 quarters since.
  • Advisor OS's Philip Morris position peaked at $1.55M in Q4 2023.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.