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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
2024
Q2 		– Sell
-3,000
Closed -$275K – 1362
2024
Q1 		$275K Buy
+3,000
New +$277K ﹤0.01% 1140

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 Pointe Advisors's PM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Philip Morris (PM) stake by 0.56% in Q2 2026, selling an estimated $247K and leaving 252,107 shares worth $45.6M. The position accounts for 0.21% of the portfolio, ranked #106.

Beacon Pointe Advisors first reported a position in PM in Q1 2020 and has held it in 26 quarters since. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Beacon Pointe Advisors held 252,107 shares of Philip Morris worth $45.6M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,426 Philip Morris shares in Q2 2026, an estimated $247K.
  • Philip Morris made up 0.21% of Beacon Pointe Advisors's portfolio in Q2 2026, its #106 holding.
  • Beacon Pointe Advisors first reported a position in Philip Morris in Q1 2020 and has held it in 26 quarters since.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.