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AdvisorShares Investments’s Philip Morris PM Stock Holding History

AdvisorShares Investments’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 		$312K Sell
1,726
-300
-15% -$52K 0.04% 234
2026
Q1 		$335K Hold
2,026
– – 0.06% 204
2025
Q4 		$325K Sell
2,026
-148
-7% -$22.9K 0.05% 211
2025
Q3 		$353K Buy
2,174
+480
+28% +$80.8K 0.06% 211
2025
Q2 		$309K Sell
1,694
-600
-26% -$103K 0.06% 208
2025
Q1 		$363K Sell
2,294
-106
-4% -$15K 0.07% 194
2024
Q4 		$289K Buy
+2,400
New +$303K 0.06% 202
2023
Q4 		– Sell
-879
Closed -$81.4K – 307
2023
Q3 		$81.4K Sell
879
-150
-15% -$14.4K 0.02% 221
2023
Q2 		$100K Sell
1,029
-1,035
-50% -$98.9K 0.03% 231
2023
Q1 		$201K Buy
2,064
+1,000
+94% +$99.7K 0.06% 194
2022
Q4 		$108K Sell
1,064
-102
-9% -$9.63K 0.03% 243
2022
Q3 		$97K Hold
1,166
– – 0.03% 254
2022
Q2 		$115K Sell
1,166
-68
-6% -$6.93K 0.03% 158
2022
Q1 		$116K Hold
1,234
– – 0.02% 192
2021
Q4 		$117K Hold
1,234
– – 0.01% 169
2021
Q3 		$117K Sell
1,234
-68
-5% -$6.84K 0.02% 168
2021
Q2 		$129K Hold
1,302
– – 0.02% 173
2021
Q1 		$116K Sell
1,302
-1,211
-48% -$103K 0.01% 143
2020
Q4 		$208K Sell
2,513
-180
-7% -$14K 0.05% 116
2020
Q3 		$202 Sell
2,693
-180
-6% -$13.9K 0.01% 118
2020
Q2 		$201K Sell
2,873
-358
-11% -$26.1K 0.09% 112
2020
Q1 		$236K Sell
3,231
-2,547
-44% -$210K 0.21% 68
2019
Q4 		$492K Buy
+5,778
New +$476K 0.31% 107

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

AdvisorShares Investments's PM Position: Q2 2026 in Review

AdvisorShares Investments reduced its Philip Morris (PM) stake by 15% in Q2 2026, selling an estimated $52K and leaving 1,726 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #234.

AdvisorShares Investments first reported a position in PM in Q4 2019 and has held it in 23 quarters since. The position peaked at $492K in Q4 2019. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • AdvisorShares Investments held 1,726 shares of Philip Morris worth $312K as of Q2 2026.
  • AdvisorShares Investments sold 300 Philip Morris shares in Q2 2026, an estimated $52K.
  • Philip Morris made up 0.04% of AdvisorShares Investments's portfolio in Q2 2026, its #234 holding.
  • AdvisorShares Investments first reported a position in Philip Morris in Q4 2019 and has held it in 23 quarters since.
  • AdvisorShares Investments's Philip Morris position peaked at $492K in Q4 2019.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.