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Astoria Portfolio Advisors’s Philip Morris PM Stock Holding History

Astoria Portfolio 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
Q2 		$1.27M Buy
7,035
+1,449
+26% +$251K 0.21% 69
2026
Q1 		$899K Sell
5,586
-122
-2% -$21.2K 0.19% 85
2025
Q4 		$1.07M Sell
5,708
-1,416
-20% -$219K 0.24% 64
2025
Q3 		$1.11M Buy
7,124
+301
+4% +$50.6K 0.29% 56
2025
Q2 		$1.1M Sell
6,823
-396
-5% -$68K 0.31% 66
2025
Q1 		$1.21M Buy
7,219
+1,069
+17% +$151K 0.41% 51
2024
Q4 		$729K Buy
6,150
+110
+2% +$13.9K 0.26% 78
2024
Q3 		$725K Buy
6,040
+508
+9% +$59K 0.25% 71
2024
Q2 		$561K Sell
5,532
-944
-15% -$92.3K 0.2% 76
2024
Q1 		$574K Sell
6,476
-807
-11% -$74.4K 0.22% 74
2023
Q4 		$668K Buy
7,283
+68
+0.9% +$6.26K 0.27% 68
2023
Q3 		$647K Sell
7,215
-1,234
-15% -$119K 0.31% 63
2023
Q2 		$849K Buy
8,449
+982
+13% +$93.8K 0.33% 53
2023
Q1 		$728K Buy
7,467
+844
+13% +$84.1K 0.31% 61
2022
Q4 		$674K Buy
6,623
+603
+10% +$56.9K 0.32% 58
2022
Q3 		$500K Buy
6,020
+1,813
+43% +$173K 0.34% 72
2022
Q2 		$415K Buy
4,207
+1,270
+43% +$129K 0.3% 80
2022
Q1 		$276K Buy
+2,937
New +$294K 0.22% 93

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 $3.38T AUM 44.17% 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

Astoria Portfolio Advisors's PM Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Philip Morris (PM) stake by 26% in Q2 2026, buying an estimated $251K and bringing the position to 7,035 shares worth $1.27M. The position accounts for 0.21% of the portfolio, ranked #69.

Astoria Portfolio Advisors first reported a position in PM in Q1 2022 and has held it in 18 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Astoria Portfolio Advisors held 7,035 shares of Philip Morris worth $1.27M as of Q2 2026.
  • Astoria Portfolio Advisors bought 1,449 Philip Morris shares in Q2 2026, an estimated $251K.
  • Philip Morris made up 0.21% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #69 holding.
  • Astoria Portfolio Advisors first reported a position in Philip Morris in Q1 2022 and has held it in 18 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.