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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 $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.