Ameritas Advisory Services’s Philip Morris PM Stock Holding History

Ameritas Advisory 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 Q1	$2.74M	Sell	16,586 -630	-4%	-$109K	0.11%	184
2025 Q4	$2.76M	Buy	17,216 +9,501	+123%	+$1.47M	0.1%	179
2025 Q3	$1.25M	Buy	7,715 +950	+14%	+$160K	0.08%	210
2025 Q2	$1.23M	Sell	6,765 -3,118	-32%	-$535K	0.06%	297
2025 Q1	$1.29M	Sell	9,883 -9,380	-49%	-$1.33M	0.05%	328
2024 Q4	$2.32M	Buy	19,263 +5,219	+37%	+$658K	0.08%	220
2024 Q3	$1.7M	Sell	14,044 -4,306	-23%	-$500K	0.07%	262
2024 Q2	$1.86M	Buy	18,350 +5,695	+45%	+$557K	0.07%	267
2024 Q1	$1.19M	Sell	12,655 -1,416	-10%	-$131K	0.05%	337
2023 Q4	$1.3M	Sell	14,071 -343	-2%	-$31.6K	0.07%	235
2023 Q3	$1.34M	Buy	14,414 +8,483	+143%	+$816K	0.07%	272
2023 Q2	$579K	Sell	5,931 -9,437	-61%	-$902K	0.07%	260
2023 Q1	$1.51M	Sell	15,368 -5,420	-26%	-$540K	0.08%	243
2022 Q4	$2.1M	Buy	20,788 +5,026	+32%	+$474K	0.1%	212
2022 Q3	$1.31M	Buy	15,762 +133	+0.9%	+$12.7K	0.08%	241
2022 Q2	$1.54M	Buy	15,629 +571	+4%	+$58.2K	0.09%	218
2022 Q1	$1.42M	Buy	15,058 +894	+6%	+$89.4K	0.05%	271
2021 Q4	$1.35M	Buy	+14,164	New	+$1.32M	0.05%	286

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

Ameritas Advisory Services's PM Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Philip Morris (PM) stake by 3.7% in Q1 2026, selling an estimated $109K and leaving 16,586 shares worth $2.74M. The position accounts for 0.11% of the portfolio, ranked #184.

Ameritas Advisory Services first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.76M in Q4 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Ameritas Advisory Services held 16,586 shares of Philip Morris worth $2.74M as of Q1 2026.
Ameritas Advisory Services sold 630 Philip Morris shares in Q1 2026, an estimated $109K.
Philip Morris made up 0.11% of Ameritas Advisory Services's portfolio in Q1 2026, its #184 holding.
Ameritas Advisory Services first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Philip Morris position peaked at $2.76M in Q4 2025.
2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.