AssuredPartners Investment Advisors’s Philip Morris PM Stock Holding History

AssuredPartners Investment Advisors’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	$1.8M	Sell	11,218 -830	-7%	-$144K	0.2%	122
2025 Q4	$1.93M	Sell	12,048 -124	-1%	-$19.2K	0.29%	81
2025 Q3	$1.97M	Sell	12,172 -553	-4%	-$93K	0.44%	45
2025 Q2	$2.32M	Sell	12,725 -3,261	-20%	-$560K	0.57%	41
2025 Q1	$2.54M	Buy	15,986 +825	+5%	+$117K	0.49%	59
2024 Q4	$1.82M	Buy	+15,161	New	+$1.91M	0.36%	78

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

AssuredPartners Investment Advisors's PM Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Philip Morris (PM) stake by 6.9% in Q1 2026, selling an estimated $144K and leaving 11,218 shares worth $1.8M. The position accounts for 0.2% of the portfolio, ranked #122.

AssuredPartners Investment Advisors first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.54M in Q1 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

AssuredPartners Investment Advisors held 11,218 shares of Philip Morris worth $1.8M as of Q1 2026.
AssuredPartners Investment Advisors sold 830 Philip Morris shares in Q1 2026, an estimated $144K.
Philip Morris made up 0.2% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #122 holding.
AssuredPartners Investment Advisors first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Philip Morris position peaked at $2.54M in Q1 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.