Atlas Capital Advisors’s Philip Morris PM Stock Holding History

Atlas Capital 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	$353K	Buy	1,950 +1,166	+149%	+$202K	0.04%	352
2026 Q1	$130K	Buy	784 +709	+945%	+$123K	0.01%	488
2025 Q4	$12K	Buy	+75	New	+$11.6K	﹤0.01%	751
2025 Q2	$11.3K	Hold	62	–	–	﹤0.01%	765
2025 Q1	$9.84K	Hold	62	–	–	﹤0.01%	801
2024 Q4	$7.46K	Hold	62	–	–	﹤0.01%	796
2024 Q3	$7.53K	Hold	62	–	–	﹤0.01%	749
2024 Q2	$6.28K	Hold	62	–	–	﹤0.01%	768
2024 Q1	$5.68K	Hold	62	–	–	﹤0.01%	757
2023 Q4	$5.83K	Hold	62	–	–	﹤0.01%	783
2023 Q3	$5.74K	Hold	62	–	–	﹤0.01%	758
2023 Q2	$6.05K	Sell	62 -62	-50%	-$5.92K	﹤0.01%	773
2023 Q1	$12.1K	Hold	124	–	–	﹤0.01%	729
2022 Q4	$12.6K	Hold	124	–	–	﹤0.01%	710
2022 Q3	$10.3K	Sell	124 -100	-45%	-$9.54K	﹤0.01%	715
2022 Q2	$22.1K	Hold	224	–	–	﹤0.01%	668
2022 Q1	$21K	Sell	224 -187	-45%	-$18.7K	﹤0.01%	632
2021 Q4	$39K	Buy	411 +152	+59%	+$14.2K	0.01%	557
2021 Q3	$24.6K	Buy	259 +97	+60%	+$9.76K	﹤0.01%	616
2021 Q2	$16.1K	Buy	162 +62	+62%	+$5.95K	﹤0.01%	676
2021 Q1	$8.87K	Buy	+100	New	+$8.49K	﹤0.01%	694
2019 Q3	–	Sell	-3,201	Closed	-$251K	–	682
2019 Q2	$251K	Buy	+3,201	New	+$264K	0.08%	254

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Capital Advisors's PM Position: Q2 2026 in Review

Atlas Capital Advisors increased its Philip Morris (PM) stake by 149% in Q2 2026, buying an estimated $202K and bringing the position to 1,950 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #352.

Atlas Capital Advisors first reported a position in PM in Q2 2019 and has held it in 22 quarters since. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Atlas Capital Advisors held 1,950 shares of Philip Morris worth $353K as of Q2 2026.
Atlas Capital Advisors bought 1,166 Philip Morris shares in Q2 2026, an estimated $202K.
Philip Morris made up 0.04% of Atlas Capital Advisors's portfolio in Q2 2026, its #352 holding.
Atlas Capital Advisors first reported a position in Philip Morris in Q2 2019 and has held it in 22 quarters since.
2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.