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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
Q2 		$392K Buy
2,169
+197
+10% +$34.2K 0.08% 284
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Financial Advisory's PM Position: Q2 2026 in Review

Beacon Financial Advisory increased its Philip Morris (PM) stake by 10% in Q2 2026, buying an estimated $34.2K and bringing the position to 2,169 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #284.

Beacon Financial Advisory first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $576K in Q2 2025. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Beacon Financial Advisory held 2,169 shares of Philip Morris worth $392K as of Q2 2026.
  • Beacon Financial Advisory bought 197 Philip Morris shares in Q2 2026, an estimated $34.2K.
  • Philip Morris made up 0.08% of Beacon Financial Advisory's portfolio in Q2 2026, its #284 holding.
  • Beacon Financial Advisory first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Beacon Financial Advisory's Philip Morris position peaked at $576K in Q2 2025.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.