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Advocate Investing Services’s Philip Morris PM Stock Holding History

Advocate Investing Services’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 		$128K Hold
710
– – 0.1% 123
2026
Q1 		$117K Hold
710
– – 0.1% 117
2025
Q4 		$114K Buy
+710
New +$110K 0.1% 111

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Vanguard Capital Management
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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

Advocate Investing Services's PM Position: Q2 2026 in Review

Advocate Investing Services held its Philip Morris (PM) position steady in Q2 2026 at 710 shares worth $128K. The position accounts for 0.1% of the portfolio, ranked #123.

Advocate Investing Services first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Advocate Investing Services held 710 shares of Philip Morris worth $128K as of Q2 2026.
  • Advocate Investing Services left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.1% of Advocate Investing Services's portfolio in Q2 2026, its #123 holding.
  • Advocate Investing Services first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.