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Avantax Advisory Services’s Philip Morris PM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$20.4M Buy
111,741
+10,980
+11% +$1.89M 0.11% 141
2025
Q1 		$16M Buy
100,761
+7,046
+8% +$998K 0.1% 159
2024
Q4 		$11.3M Buy
93,715
+4,240
+5% +$535K 0.07% 200
2024
Q3 		$10.9M Sell
89,475
-3,741
-4% -$435K 0.07% 204
2024
Q2 		$9.45M Buy
93,216
+44,110
+90% +$4.31M 0.07% 218
2024
Q1 		$4.5M Sell
49,106
-6,345
-11% -$585K 0.04% 328
2023
Q4 		$5.22M Buy
55,451
+2,656
+5% +$245K 0.05% 275
2023
Q3 		$4.89M Buy
52,795
+2,487
+5% +$239K 0.05% 260
2023
Q2 		$4.91M Buy
50,308
+1,449
+3% +$138K 0.06% 257
2023
Q1 		$4.75M Buy
48,859
+2,732
+6% +$272K 0.06% 254
2022
Q4 		$4.67M Buy
46,127
+1,810
+4% +$171K 0.06% 240
2022
Q3 		$3.68M Buy
44,317
+855
+2% +$81.5K 0.06% 254
2022
Q2 		$4.29M Buy
43,462
+1,647
+4% +$168K 0.06% 228
2022
Q1 		$3.92M Buy
41,815
+3,067
+8% +$307K 0.05% 247
2021
Q4 		$3.68M Buy
38,748
+1,727
+5% +$161K 0.06% 247
2021
Q3 		$3.51M Buy
37,021
+3,193
+9% +$321K 0.06% 239
2021
Q2 		$3.36M Buy
33,828
+2,384
+8% +$229K 0.06% 234
2021
Q1 		$2.79M Buy
31,444
+2,934
+10% +$249K 0.06% 239
2020
Q4 		$2.36M Sell
28,510
-36,159
-56% -$2.81M 0.06% 239
2020
Q3 		$4.83M Buy
64,669
+39,704
+159% +$3.06M 0.08% 214
2020
Q2 		$1.75M Buy
24,965
+165
+0.7% +$12K 0.05% 243
2020
Q1 		$1.8M Sell
24,800
-121
-0.5% -$9.96K 0.05% 209
2019
Q4 		$2.13M Buy
24,921
+5,743
+30% +$473K 0.05% 197
2019
Q3 		$1.46M Sell
19,178
-1,166
-6% -$92.4K 0.06% 164
2019
Q2 		$1.6M Buy
20,344
+120
+0.6% +$9.91K 0.07% 136
2019
Q1 		$1.79M Buy
20,224
+2,217
+12% +$179K 0.1% 115
2018
Q4 		$1.22M Buy
+18,007
New +$1.5M 0.21% 114

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avantax Advisory Services's PM Position: Q2 2025 in Review

Avantax Advisory Services increased its Philip Morris (PM) stake by 11% in Q2 2025, buying an estimated $1.89M and bringing the position to 111,741 shares worth $20.4M. The position accounts for 0.11% of the portfolio, ranked #141.

Avantax Advisory Services first reported a position in PM in Q4 2018 and has held it in 27 quarters since. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.

  • Avantax Advisory Services held 111,741 shares of Philip Morris worth $20.4M as of Q2 2025.
  • Avantax Advisory Services bought 10,980 Philip Morris shares in Q2 2025, an estimated $1.89M.
  • Philip Morris made up 0.11% of Avantax Advisory Services's portfolio in Q2 2025, its #141 holding.
  • Avantax Advisory Services first reported a position in Philip Morris in Q4 2018 and has held it in 27 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.