Alta Advisers’s Philip Morris PM Stock Holding History

Alta Advisers’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	$1.02M	Hold	6,187	–	–	0.37%	39
2025 Q4	$992K	Sell	6,187 -1,900	-23%	-$294K	0.36%	42
2025 Q3	$1.31M	Hold	8,087	–	–	0.4%	34
2025 Q2	$1.47M	Hold	8,087	–	–	0.52%	29
2025 Q1	$1.28M	Buy	8,087 +2,800	+53%	+$397K	0.55%	31
2024 Q4	$636K	Buy	5,287 +1,187	+29%	+$150K	0.4%	46
2024 Q3	$498K	Hold	4,100	–	–	0.23%	49
2024 Q2	$415K	Hold	4,100	–	–	0.2%	57
2024 Q1	$376K	Hold	4,100	–	–	0.19%	66
2023 Q4	$386K	Hold	4,100	–	–	0.21%	60
2023 Q3	$380K	Hold	4,100	–	–	0.22%	52
2023 Q2	$400K	Hold	4,100	–	–	0.23%	49
2023 Q1	$399K	Hold	4,100	–	–	0.24%	48
2022 Q4	$415K	Hold	4,100	–	–	0.25%	44
2022 Q3	$340K	Buy	+4,100	New	+$391K	0.21%	50
2013 Q4	–	Sell	-302	Closed	-$26K	–	71
2013 Q3	$26K	Sell	302 -164	-35%	-$14.3K	0.01%	68
2013 Q2	$40K	Buy	+466	New	+$43.3K	0.02%	76

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

Alta Advisers's PM Position: Q1 2026 in Review

Alta Advisers held its Philip Morris (PM) position steady in Q1 2026 at 6,187 shares worth $1.02M. The position accounts for 0.37% of the portfolio, ranked #39.

Alta Advisers first reported a position in PM in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.47M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Alta Advisers held 6,187 shares of Philip Morris worth $1.02M as of Q1 2026.
Alta Advisers left its Philip Morris share count unchanged in Q1 2026.
Philip Morris made up 0.37% of Alta Advisers's portfolio in Q1 2026, its #39 holding.
Alta Advisers first reported a position in Philip Morris in Q2 2013 and has held it in 17 quarters since.
Alta Advisers's Philip Morris position peaked at $1.47M in Q2 2025.
2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.