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Aviso Financial’s Philip Morris PM Stock Holding History

Aviso Financial’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
Q1 		$10.1K Hold
61
– – ﹤0.01% 282
2025
Q4 		$9.78K Hold
61
– – ﹤0.01% 285
2025
Q3 		$9.89K Hold
61
– – ﹤0.01% 287
2025
Q2 		$11.1K Hold
61
– – ﹤0.01% 283
2025
Q1 		$9.68K Hold
61
– – ﹤0.01% 291
2024
Q4 		$7.34K Buy
+61
New +$7.7K ﹤0.01% 313

Other funds holding PM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviso Financial's PM Position: Q1 2026 in Review

Aviso Financial held its Philip Morris (PM) position steady in Q1 2026 at 61 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Aviso Financial first reported a position in PM in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1K in Q2 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Aviso Financial held 61 shares of Philip Morris worth $10.1K as of Q1 2026.
  • Aviso Financial left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #282 holding.
  • Aviso Financial first reported a position in Philip Morris in Q4 2024 and has held it in 6 quarters since.
  • Aviso Financial's Philip Morris position peaked at $11.1K in Q2 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.