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Beacon Investment Advisors’s Philip Morris PM Stock Holding History

Beacon Investment Advisors’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 		$293K Sell
1,620
-1
-0.1% -$173 0.09% 155
2026
Q1 		$268K Buy
1,621
+1
+0.1% +$174 0.1% 151
2025
Q4 		$260K Sell
1,620
-2
-0.1% -$310 0.1% 151
2025
Q3 		$263K Hold
1,622
– – 0.11% 146
2025
Q2 		$294K Hold
1,622
– – 0.13% 129
2025
Q1 		$258K Buy
+1,622
New +$230K 0.12% 139

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 Investment Advisors's PM Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Philip Morris (PM) stake by 0.06% in Q2 2026, selling an estimated $173 and leaving 1,620 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #155.

Beacon Investment Advisors first reported a position in PM in Q1 2025 and has held it in 6 quarters since. The position peaked at $294K in Q2 2025. 2,928 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Beacon Investment Advisors held 1,620 shares of Philip Morris worth $293K as of Q2 2026.
  • Beacon Investment Advisors sold 1 Philip Morris share in Q2 2026, an estimated $173.
  • Philip Morris made up 0.09% of Beacon Investment Advisors's portfolio in Q2 2026, its #155 holding.
  • Beacon Investment Advisors first reported a position in Philip Morris in Q1 2025 and has held it in 6 quarters since.
  • Beacon Investment Advisors's Philip Morris position peaked at $294K in Q2 2025.
  • 2,928 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.