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
2024 Q1	–	Sell	-3,000	Closed	-$282K	–	486
2023 Q4	$282K	Buy	3,000 +1,000	+50%	+$92.1K	0.03%	307
2023 Q3	$185K	Buy	+2,000	New	+$192K	0.03%	337
2021 Q4	–	Sell	-6,500	Closed	-$616K	–	488
2021 Q3	$616K	Sell	6,500 -3,500	-35%	-$352K	0.08%	256
2021 Q2	$991K	Buy	+10,000	New	+$959K	0.13%	184

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.