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Arax Advisory Partners’s Philip Morris PM Stock Holding History

Arax Advisory 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 		$19.7M Buy
108,887
+95,088
+689% +$16.5M 0.13% 165
2026
Q1 		$2.28M Sell
13,799
-7,729
-36% -$1.34M 0.06% 242
2025
Q4 		$3.45M Sell
21,528
-38,927
-64% -$6.03M 0.1% 165
2025
Q3 		$9.81M Buy
60,455
+50,216
+490% +$8.45M 0.14% 106
2025
Q2 		$2M Buy
10,239
+5,994
+141% +$1.03M 0.09% 155
2025
Q1 		$674K Buy
4,245
+1,285
+43% +$182K 0.04% 246
2024
Q4 		$356K Buy
2,960
+1,337
+82% +$169K 0.02% 362
2024
Q3 		$197K Buy
1,623
+88
+6% +$10.2K 0.02% 353
2024
Q2 		$156K Sell
1,535
-231
-13% -$22.6K 0.02% 377
2024
Q1 		$162K Sell
1,766
-71
-4% -$6.55K 0.02% 321
2023
Q4 		$173K Buy
1,837
+115
+7% +$10.6K 0.02% 302
2023
Q3 		$159K Buy
1,722
+61
+4% +$5.87K 0.02% 287
2023
Q2 		$162K Sell
1,661
-56
-3% -$5.35K 0.02% 273
2023
Q1 		$167K Sell
1,717
-24
-1% -$2.39K 0.02% 264
2022
Q4 		$176K Buy
1,741
+37
+2% +$3.49K 0.02% 247
2022
Q3 		$141K Buy
1,704
+179
+12% +$17.1K 0.02% 260
2022
Q2 		$151K Buy
1,525
+63
+4% +$6.42K 0.02% 255
2022
Q1 		$137K Buy
1,462
+200
+16% +$20K 0.02% 287
2021
Q4 		$120K Buy
1,262
+17
+1% +$1.59K 0.02% 313
2021
Q3 		$118K Buy
1,245
+77
+7% +$7.75K 0.02% 301
2021
Q2 		$116K Buy
+1,168
New +$112K 0.02% 309
2020
Q4 		$89K Sell
1,079
-129
-11% -$10K 0.01% 310
2020
Q3 		$91K Buy
1,208
+176
+17% +$13.6K 0.02% 280
2020
Q2 		$72K Buy
1,032
+163
+19% +$11.9K 0.01% 301
2020
Q1 		$63K Buy
869
+688
+380% +$56.6K 0.01% 300
2019
Q4 		$15K Buy
181
+2
+1% +$165 ﹤0.01% 437
2019
Q3 		$14K Buy
179
+3
+2% +$238 ﹤0.01% 441
2019
Q2 		$14K Buy
+176
New +$14.5K ﹤0.01% 445
2018
Q4 		$45K Sell
674
-41
-6% -$3.42K 0.02% 282
2018
Q3 		$58K Buy
+715
New +$58.7K 0.02% 265

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

Arax Advisory Partners's PM Position: Q2 2026 in Review

Arax Advisory Partners increased its Philip Morris (PM) stake by 689% in Q2 2026, buying an estimated $16.5M and bringing the position to 108,887 shares worth $19.7M. The position accounts for 0.13% of the portfolio, ranked #165.

Arax Advisory Partners first reported a position in PM in Q3 2018 and has held it in 30 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Arax Advisory Partners held 108,887 shares of Philip Morris worth $19.7M as of Q2 2026.
  • Arax Advisory Partners bought 95,088 Philip Morris shares in Q2 2026, an estimated $16.5M.
  • Philip Morris made up 0.13% of Arax Advisory Partners's portfolio in Q2 2026, its #165 holding.
  • Arax Advisory Partners first reported a position in Philip Morris in Q3 2018 and has held it in 30 quarters since.
  • 2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.