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Advisornet Financial’s Philip Morris PM Stock Holding History

Advisornet Financial’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 		$4.75M Sell
26,252
-492
-2% -$85.3K 0.22% 94
2026
Q1 		$4.42M Sell
26,744
-693
-3% -$120K 0.23% 95
2025
Q4 		$4.4M Sell
27,437
-477
-2% -$73.9K 0.23% 88
2025
Q3 		$4.53M Sell
27,914
-159
-0.6% -$26.8K 0.26% 83
2025
Q2 		$5.11M Buy
28,073
+307
+1% +$52.7K 0.33% 58
2025
Q1 		$4.41M Buy
27,766
+693
+3% +$98.2K 0.33% 64
2024
Q4 		$3.26M Sell
27,073
-2,059
-7% -$260K 0.27% 84
2024
Q3 		$3.54M Buy
29,132
+278
+1% +$32.3K 0.26% 89
2024
Q2 		$2.92M Sell
28,854
-266
-0.9% -$26K 0.27% 92
2024
Q1 		$2.67M Sell
29,120
-10,136
-26% -$935K 0.26% 96
2023
Q4 		$3.69M Buy
39,256
+1,621
+4% +$149K 0.34% 67
2023
Q3 		$3.48M Sell
37,635
-1,785
-5% -$172K 0.32% 77
2023
Q2 		$3.85M Buy
39,420
+637
+2% +$60.9K 0.33% 79
2023
Q1 		$3.77M Buy
38,783
+46
+0.1% +$4.58K 0.35% 77
2022
Q4 		$3.92M Buy
38,737
+439
+1% +$41.4K 0.39% 68
2022
Q3 		$3.18M Sell
38,298
-77
-0.2% -$7.34K 0.32% 80
2022
Q2 		$3.79M Buy
38,375
+1,198
+3% +$122K 0.37% 69
2022
Q1 		$3.49M Buy
37,177
+928
+3% +$92.8K 0.22% 107
2021
Q4 		$3.44M Sell
36,249
-941
-3% -$88K 0.21% 111
2021
Q3 		$3.52M Sell
37,190
-4,746
-11% -$477K 0.25% 91
2021
Q2 		$4.16M Buy
41,936
+270
+0.6% +$25.9K 0.28% 87
2021
Q1 		$3.7M Buy
41,666
+1,053
+3% +$89.4K 0.26% 88
2020
Q4 		$3.36M Buy
40,613
+1,538
+4% +$120K 0.27% 79
2020
Q3 		$2.93M Buy
39,075
+526
+1% +$40.6K 0.25% 92
2020
Q2 		$2.7M Sell
38,549
-8,004
-17% -$584K 0.22% 110
2020
Q1 		$3.4M Buy
46,553
+147
+0.3% +$12.1K 0.31% 73
2019
Q4 		$3.95M Sell
46,406
-1,168
-2% -$96.3K 0.34% 65
2019
Q3 		$3.61M Buy
47,574
+10,574
+29% +$838K 0.33% 67
2019
Q2 		$2.91M Buy
37,000
+681
+2% +$56.3K 0.32% 70
2019
Q1 		$3.21M Buy
36,319
+1,849
+5% +$149K 0.39% 54
2018
Q4 		$2.3M Buy
34,470
+323
+0.9% +$27K 0.32% 70
2018
Q3 		$2.78M Sell
34,147
-96
-0.3% -$7.88K 0.35% 60
2018
Q2 		$2.77M Buy
34,243
+186
+0.5% +$15.8K 0.37% 50
2018
Q1 		$3.38M Buy
34,057
+766
+2% +$79.8K 0.47% 38
2017
Q4 		$3.52M Buy
+33,291
New +$3.55M 0.53% 34

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Advisornet Financial's PM Position: Q2 2026 in Review

Advisornet Financial reduced its Philip Morris (PM) stake by 1.8% in Q2 2026, selling an estimated $85.3K and leaving 26,252 shares worth $4.75M. The position accounts for 0.22% of the portfolio, ranked #94.

Advisornet Financial first reported a position in PM in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.11M in Q2 2025. 839 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Advisornet Financial held 26,252 shares of Philip Morris worth $4.75M as of Q2 2026.
  • Advisornet Financial sold 492 Philip Morris shares in Q2 2026, an estimated $85.3K.
  • Philip Morris made up 0.22% of Advisornet Financial's portfolio in Q2 2026, its #94 holding.
  • Advisornet Financial first reported a position in Philip Morris in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Philip Morris position peaked at $5.11M in Q2 2025.
  • 839 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.