ALA
PM icon

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
Q2 		$357K Buy
2,009
+488
+32% +$84.6K 0.05% 171
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 $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 $3.37T AUM 44.26% 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

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

Atlas Legacy Advisors increased its Philip Morris (PM) stake by 32% in Q2 2026, buying an estimated $84.6K and bringing the position to 2,009 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #171.

Atlas Legacy Advisors first reported a position in PM in Q1 2025 and has held it in 6 quarters since. 2,926 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Atlas Legacy Advisors held 2,009 shares of Philip Morris worth $357K as of Q2 2026.
  • Atlas Legacy Advisors bought 488 Philip Morris shares in Q2 2026, an estimated $84.6K.
  • Philip Morris made up 0.05% of Atlas Legacy Advisors's portfolio in Q2 2026, its #171 holding.
  • Atlas Legacy Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • 2,926 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.