Avestar Capital’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6M | Buy |
69,749
+42,615
| +157% | +$7.41M | 0.74% | 25 |
|
|
2025
Q4 | $4.35M | Buy |
27,134
+2,019
| +8% | +$313K | 0.28% | 61 |
|
|
2025
Q3 | $4.07M | Sell |
25,115
-800
| -3% | -$135K | 0.27% | 70 |
|
|
2025
Q2 | $4.75M | Sell |
25,915
-9,206
| -26% | -$1.58M | 0.32% | 63 |
|
|
2025
Q1 | $5.6M | Buy |
35,121
+12,105
| +53% | +$1.71M | 0.49% | 43 |
|
|
2024
Q4 | $2.77M | Buy |
23,016
+1,229
| +6% | +$155K | 0.24% | 83 |
|
|
2024
Q3 | $2.65M | Buy |
21,787
+357
| +2% | +$41.5K | 0.27% | 67 |
|
|
2024
Q2 | $2.17M | Buy |
21,430
+2,036
| +10% | +$199K | 0.22% | 85 |
|
|
2024
Q1 | $1.8M | Buy |
19,394
+721
| +4% | +$66.5K | 0.19% | 106 |
|
|
2023
Q4 | $1.78M | Buy |
18,673
+878
| +5% | +$80.9K | 0.2% | 76 |
|
|
2023
Q3 | $1.65M | Buy |
17,795
+1,300
| +8% | +$125K | 0.23% | 70 |
|
|
2023
Q2 | $1.63M | Sell |
16,495
-1,471
| -8% | -$141K | 0.26% | 52 |
|
|
2023
Q1 | $1.77M | Sell |
17,966
-575
| -3% | -$57.3K | 0.32% | 49 |
|
|
2022
Q4 | $1.88M | Sell |
18,541
-2,278
| -11% | -$215K | 0.34% | 52 |
|
|
2022
Q3 | $1.73M | Sell |
20,819
-569
| -3% | -$54.3K | 0.44% | 46 |
|
|
2022
Q2 | $2.11M | Sell |
21,388
-127
| -0.6% | -$12.9K | 0.52% | 38 |
|
|
2022
Q1 | $2.05M | Sell |
21,515
-64
| -0.3% | -$6.4K | 0.33% | 54 |
|
|
2021
Q4 | $2.08M | Sell |
21,579
-8,067
| -27% | -$754K | 0.25% | 83 |
|
|
2021
Q3 | $2.81M | Sell |
29,646
-1,586
| -5% | -$160K | 0.36% | 64 |
|
|
2021
Q2 | $3.13M | Buy |
31,232
+4,251
| +16% | +$408K | 0.42% | 60 |
|
|
2021
Q1 | $2.54M | Buy |
26,981
+7,584
| +39% | +$644K | 0.57% | 29 |
|
|
2020
Q4 | $1.63M | Buy |
19,397
+890
| +5% | +$69.3K | 0.45% | 39 |
|
|
2020
Q3 | $1.36M | Buy |
18,507
+119
| +0.6% | +$9.18K | 0.45% | 32 |
|
|
2020
Q2 | $1.31M | Buy |
18,388
+322
| +2% | +$23.5K | 0.58% | 38 |
|
|
2020
Q1 | $1.34M | Buy |
18,066
+19
| +0.1% | +$1.56K | 0.73% | 29 |
|
|
2019
Q4 | $1.53M | Buy |
18,047
+11,157
| +162% | +$920K | 0.87% | 22 |
|
|
2019
Q3 | $523K | Buy |
6,890
+8
| +0.1% | +$634 | 0.33% | 70 |
|
|
2019
Q2 | $534K | Sell |
6,882
-2
| -0% | -$165 | 0.34% | 56 |
|
|
2019
Q1 | $599K | Buy |
6,884
+239
| +4% | +$19.2K | 0.39% | 48 |
|
|
2018
Q4 | $436K | Sell |
6,645
-33
| -0.5% | -$2.76K | 0.3% | 59 |
|
|
2018
Q3 | $536K | Sell |
6,678
-1,077
| -14% | -$88.4K | 0.31% | 51 |
|
|
2018
Q2 | $615K | Buy |
7,755
+85
| +1% | +$7.21K | 0.39% | 45 |
|
|
2018
Q1 | $755K | Buy |
7,670
+2,786
| +57% | +$290K | 0.49% | 40 |
|
|
2017
Q4 | $508K | Buy |
+4,884
| New | +$520K | 0.38% | 39 |
|
Other funds holding PM
VCM
Avestar Capital's PM Position: Q1 2026 in Review
Avestar Capital increased its Philip Morris (PM) stake by 157% in Q1 2026, buying an estimated $7.41M and bringing the position to 69,749 shares worth $11.6M. The position accounts for 0.74% of the portfolio, ranked #25.
Avestar Capital first reported a position in PM in Q4 2017 and has held it in 34 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.
- Avestar Capital held 69,749 shares of Philip Morris worth $11.6M as of Q1 2026.
- Avestar Capital bought 42,615 Philip Morris shares in Q1 2026, an estimated $7.41M.
- Philip Morris made up 0.74% of Avestar Capital's portfolio in Q1 2026, its #25 holding.
- Avestar Capital first reported a position in Philip Morris in Q4 2017 and has held it in 34 quarters since.
- 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.
Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.