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Atlas Legacy Advisors’s Philip Morris PM Stock Holding History

Atlas Legacy 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 		$252K Sell
1,521
-341
-18% -$59.3K 0.05% 178
2025
Q4 		$302K Sell
1,862
-19
-1% -$2.94K 0.05% 170
2025
Q3 		$305K Buy
1,881
+455
+32% +$76.6K 0.06% 165
2025
Q2 		$260K Buy
1,426
+31
+2% +$5.32K 0.06% 159
2025
Q1 		$221K Buy
+1,395
New +$198K 0.06% 160

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 $5.72T 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 $1.56T 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

Atlas Legacy Advisors's PM Position: Q1 2026 in Review

Atlas Legacy Advisors reduced its Philip Morris (PM) stake by 18% in Q1 2026, selling an estimated $59.3K and leaving 1,521 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #178.

Atlas Legacy Advisors first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $305K in Q3 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Atlas Legacy Advisors held 1,521 shares of Philip Morris worth $252K as of Q1 2026.
  • Atlas Legacy Advisors sold 341 Philip Morris shares in Q1 2026, an estimated $59.3K.
  • Philip Morris made up 0.05% of Atlas Legacy Advisors's portfolio in Q1 2026, its #178 holding.
  • Atlas Legacy Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Atlas Legacy Advisors's Philip Morris position peaked at $305K in Q3 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.