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Avantax Planning Partners’s Philip Morris PM Stock Holding History

Avantax Planning Partners’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 		$1.54M Buy
8,486
+95
+1% +$16.5K 0.04% 162
2026
Q1 		$1.39M Sell
8,391
-2,539
-23% -$441K 0.04% 162
2025
Q4 		$1.75M Buy
10,930
+112
+1% +$17.4K 0.05% 143
2025
Q3 		$1.75M Buy
10,818
+47
+0.4% +$7.91K 0.05% 139
2025
Q2 		$1.96M Sell
10,771
-623
-5% -$107K 0.06% 135
2025
Q1 		$1.81M Sell
11,394
-384
-3% -$54.4K 0.06% 136
2024
Q4 		$1.42M Buy
11,778
+885
+8% +$112K 0.05% 148
2024
Q3 		$1.32M Sell
10,893
-16
-0.1% -$1.86K 0.05% 157
2024
Q2 		$1.11M Sell
10,909
-359
-3% -$35.1K 0.04% 197
2024
Q1 		$1.03M Buy
11,268
+2,556
+29% +$236K 0.03% 209
2023
Q4 		$820K Sell
8,712
-241
-3% -$22.2K 0.03% 186
2023
Q3 		$829K Buy
8,953
+4
+0% +$385 0.03% 177
2023
Q2 		$874K Buy
8,949
+74
+0.8% +$7.07K 0.03% 174
2023
Q1 		$863K Buy
8,875
+29
+0.3% +$2.89K 0.04% 184
2022
Q4 		$895K Sell
8,846
-142
-2% -$13.4K 0.04% 178
2022
Q3 		$746K Sell
8,988
-19
-0.2% -$1.81K 0.03% 186
2022
Q2 		$889K Sell
9,007
-1,076
-11% -$110K 0.04% 169
2022
Q1 		$947K Sell
10,083
-296
-3% -$29.6K 0.04% 162
2021
Q4 		$986K Buy
10,379
+172
+2% +$16.1K 0.04% 160
2021
Q3 		$968K Sell
10,207
-450
-4% -$45.3K 0.04% 142
2021
Q2 		$1.06M Buy
10,657
+511
+5% +$49K 0.05% 133
2021
Q1 		$900K Buy
10,146
+85
+0.8% +$7.22K 0.05% 140
2020
Q4 		$833K Sell
10,061
-1,084
-10% -$84.4K 0.04% 140
2020
Q3 		$836K Sell
11,145
-300
-3% -$23.1K 0.04% 134
2020
Q2 		$802K Buy
11,445
+2,646
+30% +$193K 0.05% 137
2020
Q1 		$642K Sell
8,799
-16,690
-65% -$1.37M 0.04% 133
2019
Q4 		$2.17M Sell
25,489
-1,249
-5% -$103K 0.13% 65
2019
Q3 		$2.03M Buy
26,738
+3,102
+13% +$246K 0.12% 67
2019
Q2 		$1.88M Buy
23,636
+2,119
+10% +$175K 0.12% 71
2019
Q1 		$1.9M Buy
21,517
+4,511
+27% +$363K 0.13% 66
2018
Q4 		$1.14M Sell
17,006
-1,453
-8% -$121K 0.09% 87
2018
Q3 		$1.5M Buy
18,459
+225
+1% +$18.5K 0.12% 65
2018
Q2 		$1.47M Buy
18,234
+2,435
+15% +$207K 0.13% 60
2018
Q1 		$1.57M Buy
15,799
+777
+5% +$80.9K 0.13% 64
2017
Q4 		$1.59M Sell
15,022
-6,299
-30% -$671K 0.15% 59
2017
Q3 		$2.37M Buy
21,321
+1,053
+5% +$123K 0.19% 56
2017
Q2 		$2.38M Buy
20,268
+1,203
+6% +$139K 0.2% 53
2017
Q1 		$2.15M Buy
19,065
+674
+4% +$69.5K 0.19% 50
2016
Q4 		$1.68M Buy
+18,391
New +$1.7M 0.18% 53

Other funds holding PM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Avantax Planning Partners's PM Position: Q2 2026 in Review

Avantax Planning Partners increased its Philip Morris (PM) stake by 1.1% in Q2 2026, buying an estimated $16.5K and bringing the position to 8,486 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #162.

Avantax Planning Partners first reported a position in PM in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.38M in Q2 2017. 1,318 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Avantax Planning Partners held 8,486 shares of Philip Morris worth $1.54M as of Q2 2026.
  • Avantax Planning Partners bought 95 Philip Morris shares in Q2 2026, an estimated $16.5K.
  • Philip Morris made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #162 holding.
  • Avantax Planning Partners first reported a position in Philip Morris in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Philip Morris position peaked at $2.38M in Q2 2017.
  • 1,318 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.