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Americana Partners’s Philip Morris PM Stock Holding History

Americana Partners’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 		$29.1M Sell
160,578
-4,591
-3% -$796K 0.65% 45
2026
Q1 		$27.3M Buy
165,169
+6,616
+4% +$1.15M 0.71% 40
2025
Q4 		$25.4M Buy
158,553
+2,759
+2% +$427K 0.7% 39
2025
Q3 		$25.3M Buy
155,794
+1,038
+0.7% +$175K 0.76% 35
2025
Q2 		$28.2M Buy
154,756
+1,743
+1% +$299K 0.97% 28
2025
Q1 		$24.3M Hold
153,013
– – 0.94% 32
2024
Q4 		$18.4M Buy
153,013
+147,180
+2,523% +$18.6M 0.75% 34
2024
Q3 		$708K Sell
5,833
-3
-0.1% -$349 0.05% 216
2024
Q2 		$591K Sell
5,836
-55
-0.9% -$5.38K 0.05% 210
2024
Q1 		$540K Hold
5,891
– – 0.05% 225
2023
Q4 		$554K Buy
5,891
+281
+5% +$25.9K 0.05% 194
2023
Q3 		$519K Buy
5,610
+738
+15% +$71K 0.06% 203
2023
Q2 		$476K Buy
4,872
+26
+0.5% +$2.48K 0.06% 196
2023
Q1 		$471K Hold
4,846
– – 0.07% 184
2022
Q4 		$490K Sell
4,846
-2,428
-33% -$229K 0.08% 161
2022
Q3 		$603K Buy
7,274
+2,119
+41% +$202K 0.11% 145
2022
Q2 		$509K Buy
5,155
+2,122
+70% +$216K 0.09% 148
2022
Q1 		$284K Sell
3,033
-3,959
-57% -$396K 0.09% 185
2021
Q4 		$664K Sell
6,992
-286
-4% -$26.7K 0.12% 141
2021
Q3 		$689K Buy
+7,278
New +$732K 0.17% 111
2020
Q4 		– Sell
-2,790
Closed -$213K – 106
2020
Q3 		$213K Sell
2,790
-687
-20% -$53K 0.19% 82
2020
Q2 		$247K Sell
3,477
-1,473
-30% -$107K 0.19% 74
2020
Q1 		$364K Buy
4,950
+892
+22% +$73.4K 0.37% 58
2019
Q4 		$351K Buy
+4,058
New +$334K 0.2% 68

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

Americana Partners's PM Position: Q2 2026 in Review

Americana Partners reduced its Philip Morris (PM) stake by 2.8% in Q2 2026, selling an estimated $796K and leaving 160,578 shares worth $29.1M. The position accounts for 0.65% of the portfolio, ranked #45.

Americana Partners first reported a position in PM in Q4 2019 and has held it in 24 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Americana Partners held 160,578 shares of Philip Morris worth $29.1M as of Q2 2026.
  • Americana Partners sold 4,591 Philip Morris shares in Q2 2026, an estimated $796K.
  • Philip Morris made up 0.65% of Americana Partners's portfolio in Q2 2026, its #45 holding.
  • Americana Partners first reported a position in Philip Morris in Q4 2019 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 Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.