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Advisory Alpha’s Philip Morris PM Stock Holding History

Advisory Alpha’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 		$3.27M Buy
18,053
+2,264
+14% +$393K 0.08% 102
2026
Q1 		$2.61M Buy
15,789
+1,914
+14% +$333K 0.07% 108
2025
Q4 		$2.23M Buy
13,875
+1,772
+15% +$275K 0.06% 115
2025
Q3 		$1.91M Buy
12,103
+3,906
+48% +$657K 0.05% 120
2025
Q2 		$1.49M Buy
8,197
+1,848
+29% +$317K 0.05% 128
2025
Q1 		$1.01M Buy
6,349
+1,691
+36% +$240K 0.03% 159
2024
Q4 		$561K Buy
4,658
+289
+7% +$36.5K 0.02% 219
2024
Q3 		$531K Buy
4,369
+339
+8% +$39.4K 0.02% 226
2024
Q2 		$408K Buy
4,030
+363
+10% +$35.5K 0.02% 244
2024
Q1 		$336K Buy
3,667
+1,204
+49% +$111K 0.01% 279
2023
Q4 		$232K Buy
+2,463
New +$227K 0.01% 309
2022
Q1 		– Sell
-3,556
Closed -$338K – 291
2021
Q4 		$338K Buy
3,556
+45
+1% +$4.21K 0.02% 205
2021
Q3 		$333K Buy
3,511
+231
+7% +$23.2K 0.02% 196
2021
Q2 		$325K Hold
3,280
– – 0.03% 150
2021
Q1 		$291K Buy
3,280
+73
+2% +$6.2K 0.03% 140
2020
Q4 		$266K Sell
3,207
-101
-3% -$7.86K 0.05% 87
2020
Q3 		$261K Buy
3,308
+250
+8% +$19.3K 0.06% 76
2020
Q2 		$244K Sell
3,058
-251
-8% -$18.3K 0.05% 97
2020
Q1 		$238K Sell
3,309
-359
-10% -$29.5K 0.07% 83
2019
Q4 		$322K Buy
3,668
+335
+10% +$27.6K 0.08% 97
2019
Q3 		$258K Buy
3,333
+129
+4% +$10.2K 0.08% 97
2019
Q2 		$284K Sell
3,204
-250
-7% -$20.7K 0.09% 88
2019
Q1 		$290K Buy
3,454
+251
+8% +$20.2K 0.11% 85
2018
Q4 		$253K Buy
+3,203
New +$268K 0.12% 73

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

Advisory Alpha's PM Position: Q2 2026 in Review

Advisory Alpha increased its Philip Morris (PM) stake by 14% in Q2 2026, buying an estimated $393K and bringing the position to 18,053 shares worth $3.27M. The position accounts for 0.08% of the portfolio, ranked #102.

Advisory Alpha first reported a position in PM in Q4 2018 and has held it in 24 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Advisory Alpha held 18,053 shares of Philip Morris worth $3.27M as of Q2 2026.
  • Advisory Alpha bought 2,264 Philip Morris shares in Q2 2026, an estimated $393K.
  • Philip Morris made up 0.08% of Advisory Alpha's portfolio in Q2 2026, its #102 holding.
  • Advisory Alpha first reported a position in Philip Morris in Q4 2018 and has held it in 24 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.