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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
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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return