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Advisortrust Partners’s Philip Morris PM Stock Holding History

Advisortrust Partners’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 		$376K Buy
2,081
+718
+53% +$125K 0.13% 131
2026
Q1 		$225K Buy
+1,363
New +$237K 0.09% 161

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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

Advisortrust Partners's PM Position: Q2 2026 in Review

Advisortrust Partners increased its Philip Morris (PM) stake by 53% in Q2 2026, buying an estimated $125K and bringing the position to 2,081 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #131.

Advisortrust Partners first reported a position in PM in Q1 2026 and has held it in 2 quarters since. 2,913 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Advisortrust Partners held 2,081 shares of Philip Morris worth $376K as of Q2 2026.
  • Advisortrust Partners bought 718 Philip Morris shares in Q2 2026, an estimated $125K.
  • Philip Morris made up 0.13% of Advisortrust Partners's portfolio in Q2 2026, its #131 holding.
  • Advisortrust Partners first reported a position in Philip Morris in Q1 2026 and has held it in 2 quarters since.
  • 2,913 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.