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Beacon Financial Advisory’s Philip Morris PM Stock Holding History

Beacon Financial Advisory’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 		$326K Hold
1,972
– – 0.07% 293
2025
Q4 		$316K Sell
1,972
-1,239
-39% -$192K 0.07% 287
2025
Q3 		$521K Buy
3,211
+50
+2% +$8.41K 0.12% 203
2025
Q2 		$576K Buy
3,161
+1,515
+92% +$260K 0.15% 183
2025
Q1 		$261K Buy
+1,646
New +$233K 0.08% 265

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

Beacon Financial Advisory's PM Position: Q1 2026 in Review

Beacon Financial Advisory held its Philip Morris (PM) position steady in Q1 2026 at 1,972 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #293.

Beacon Financial Advisory first reported a position in PM in Q1 2025 and has held it in 5 quarters since. The position peaked at $576K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Beacon Financial Advisory held 1,972 shares of Philip Morris worth $326K as of Q1 2026.
  • Beacon Financial Advisory left its Philip Morris share count unchanged in Q1 2026.
  • Philip Morris made up 0.07% of Beacon Financial Advisory's portfolio in Q1 2026, its #293 holding.
  • Beacon Financial Advisory first reported a position in Philip Morris in Q1 2025 and has held it in 5 quarters since.
  • Beacon Financial Advisory's Philip Morris position peaked at $576K in Q2 2025.
  • 2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.