Avestar Capital’s Philip Morris PM Stock Holding History

Avestar Capital’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	$271K	Sell	1,500 -2,900	-66%	-$503K	0.02%	480
2026 Q1	$727K	Buy	4,400 +900	+26%	+$156K	0.05%	282
2025 Q4	$561K	Sell	3,500 -1,500	-30%	-$232K	0.04%	320
2025 Q3	$811K	Buy	+5,000	New	+$841K	0.05%	261
2022 Q1	–	Sell	-7,500	Closed	-$713K	–	453
2021 Q4	$713K	Sell	7,500 -2,500	-25%	-$234K	0.09%	203
2021 Q3	$948K	Hold	10,000	–	–	0.12%	192
2021 Q2	$991K	Buy	+10,000	New	+$959K	0.13%	183

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avestar Capital's PM Position: Q2 2026 in Review

Avestar Capital increased its Philip Morris (PM) stake by 9.9% in Q2 2026, buying an estimated $1.2M and bringing the position to 76,669 shares worth $13.9M. The position accounts for 0.77% of the portfolio, ranked #23.

Avestar Capital first reported a position in PM in Q4 2017 and has held it in 35 quarters since. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Avestar Capital held 76,669 shares of Philip Morris worth $13.9M as of Q2 2026.
Avestar Capital bought 6,920 Philip Morris shares in Q2 2026, an estimated $1.2M.
Philip Morris made up 0.77% of Avestar Capital's portfolio in Q2 2026, its #23 holding.
Avestar Capital first reported a position in Philip Morris in Q4 2017 and has held it in 35 quarters since.
2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.