Advisory Research’s Philip Morris PM Stock Holding History

Advisory Research’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	$19.8M	Sell	119,550 -58,992	-33%	-$10.3M	2.43%	12
2025 Q4	$28.6M	Buy	178,542 +3,275	+2%	+$507K	3.6%	6
2025 Q3	$28.4M	Buy	175,267 +28,293	+19%	+$4.76M	3.73%	4
2025 Q2	$26.8M	Buy	146,974 +16,441	+13%	+$2.82M	4.11%	3
2025 Q1	$20.7M	Buy	130,533 +9,748	+8%	+$1.38M	3.65%	4
2024 Q4	$14.5M	Buy	120,785 +27,187	+29%	+$3.43M	2.42%	10
2024 Q3	$11.4M	Sell	93,598 -1,931	-2%	-$224K	2.02%	14
2024 Q2	$9.68M	Buy	+95,529	New	+$9.34M	1.82%	19
2020 Q2	–	Sell	-19,973	Closed	-$1.46M	–	339
2020 Q1	$1.46M	Buy	19,973 +4,332	+28%	+$357K	0.1%	107
2019 Q4	$1.33M	Sell	15,641 -22,039	-58%	-$1.82M	0.06%	149
2019 Q3	$2.86M	Sell	37,680 -951	-2%	-$75.4K	0.14%	98
2019 Q2	$3.03M	Buy	+38,631	New	+$3.19M	0.06%	157
2014 Q2	–	Sell	-1,817	Closed	-$149K	–	592
2014 Q1	$149K	Buy	+1,817	New	+$147K	﹤0.01%	322
2013 Q4	–	Sell	-6,146	Closed	-$533K	–	329
2013 Q3	$533K	Buy	6,146 +706	+13%	+$61.7K	0.01%	265
2013 Q2	$471K	Buy	+5,440	New	+$505K	0.01%	268

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's PM Position: Q1 2026 in Review

Advisory Research reduced its Philip Morris (PM) stake by 33% in Q1 2026, selling an estimated $10.3M and leaving 119,550 shares worth $19.8M. The position accounts for 2.43% of the portfolio, ranked #12.

Advisory Research first reported a position in PM in Q2 2013 and has held it in 15 quarters since. The position peaked at $28.6M in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Advisory Research held 119,550 shares of Philip Morris worth $19.8M as of Q1 2026.
Advisory Research sold 58,992 Philip Morris shares in Q1 2026, an estimated $10.3M.
Philip Morris made up 2.43% of Advisory Research's portfolio in Q1 2026, its #12 holding.
Advisory Research first reported a position in Philip Morris in Q2 2013 and has held it in 15 quarters since.
Advisory Research's Philip Morris position peaked at $28.6M in Q4 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.