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Beacon Pointe Advisors’s Philip Morris PM Stock Holding History

Beacon Pointe 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
Q1 		$41.9M Buy
253,533
+27,600
+12% +$4.8M 0.22% 99
2025
Q4 		$36.2M Buy
225,933
+2,864
+1% +$444K 0.25% 88
2025
Q3 		$36.2M Buy
223,069
+107,892
+94% +$18.2M 0.31% 68
2025
Q2 		$21M Sell
115,177
-9,032
-7% -$1.55M 0.22% 107
2025
Q1 		$19.7M Buy
124,209
+3,930
+3% +$557K 0.22% 110
2024
Q4 		$14.5M Sell
120,279
-9,468
-7% -$1.19M 0.16% 133
2024
Q3 		$15.8M Buy
129,747
+1,381
+1% +$160K 0.18% 126
2024
Q2 		$13M Sell
128,366
-1,455
-1% -$142K 0.15% 141
2024
Q1 		$11.9M Sell
129,821
-15,835
-11% -$1.46M 0.13% 158
2023
Q4 		$13.7M Sell
145,656
-3,599
-2% -$332K 0.16% 137
2023
Q3 		$13.8M Buy
149,255
+61,919
+71% +$5.96M 0.17% 129
2023
Q2 		$8.53M Sell
87,336
-10,130
-10% -$968K 0.14% 144
2023
Q1 		$9.48M Buy
97,466
+21,805
+29% +$2.17M 0.16% 132
2022
Q4 		$7.66M Buy
75,661
+6,427
+9% +$607K 0.15% 139
2022
Q3 		$5.74M Sell
69,234
-3,162
-4% -$302K 0.13% 157
2022
Q2 		$7.14M Sell
72,396
-22,578
-24% -$2.3M 0.15% 142
2022
Q1 		$8.92M Buy
94,974
+36,734
+63% +$3.68M 0.12% 170
2021
Q4 		$5.53M Buy
58,240
+7,472
+15% +$698K 0.14% 132
2021
Q3 		$4.81M Sell
50,768
-790
-2% -$79.5K 0.12% 176
2021
Q2 		$5.11M Buy
51,558
+44,734
+656% +$4.29M 0.18% 115
2021
Q1 		$608K Buy
6,824
+1,438
+27% +$122K 0.04% 268
2020
Q4 		$449K Buy
5,386
+2,633
+96% +$205K 0.03% 294
2020
Q3 		$207K Sell
2,753
-442
-14% -$34.1K 0.02% 369
2020
Q2 		$224K Buy
3,195
+413
+15% +$30.1K 0.02% 351
2020
Q1 		$205K Buy
+2,782
New +$229K 0.03% 278

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 Pointe Advisors's PM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Philip Morris (PM) stake by 12% in Q1 2026, buying an estimated $4.8M and bringing the position to 253,533 shares worth $41.9M. The position accounts for 0.22% of the portfolio, ranked #99.

Beacon Pointe Advisors first reported a position in PM in Q1 2020 and has held it in 25 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Beacon Pointe Advisors held 253,533 shares of Philip Morris worth $41.9M as of Q1 2026.
  • Beacon Pointe Advisors bought 27,600 Philip Morris shares in Q1 2026, an estimated $4.8M.
  • Philip Morris made up 0.22% of Beacon Pointe Advisors's portfolio in Q1 2026, its #99 holding.
  • Beacon Pointe Advisors first reported a position in Philip Morris in Q1 2020 and has held it in 25 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.