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American Institute for Advanced Investment Management’s Philip Morris PM Stock Holding History

American Institute for Advanced Investment Management’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 		$281K Hold
1,551
– – 0.16% 137
2026
Q1 		$256K Hold
1,551
– – 0.17% 137
2025
Q4 		$249K Hold
1,551
– – 0.16% 128
2025
Q3 		$252K Sell
1,551
-175
-10% -$29.4K 0.16% 122
2025
Q2 		$314K Buy
1,726
+175
+11% +$30.1K 0.22% 105
2025
Q1 		$246K Sell
1,551
-200
-11% -$28.3K 0.19% 117
2024
Q4 		$211K Hold
1,751
– – 0.16% 127
2024
Q3 		$213K Buy
+1,751
New +$203K 0.15% 132

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Mitsubishi UFJ Asset Management
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Envestnet Asset Management
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Boston Partners
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First Eagle Investment Management
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

American Institute for Advanced Investment Management's PM Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Philip Morris (PM) position steady in Q2 2026 at 1,551 shares worth $281K. The position accounts for 0.16% of the portfolio, ranked #137.

American Institute for Advanced Investment Management first reported a position in PM in Q3 2024 and has held it in 8 quarters since. The position peaked at $314K in Q2 2025. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • American Institute for Advanced Investment Management held 1,551 shares of Philip Morris worth $281K as of Q2 2026.
  • American Institute for Advanced Investment Management left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up 0.16% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #137 holding.
  • American Institute for Advanced Investment Management first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • American Institute for Advanced Investment Management's Philip Morris position peaked at $314K in Q2 2025.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.