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Bell Investment Advisors’s Philip Morris PM Stock Holding History

Bell 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 		$57.5K Sell
318
-72
-18% -$12.5K 0.01% 254
2026
Q1 		$64.5K Buy
390
+6
+2% +$1.04K 0.01% 221
2025
Q4 		$61.6K Buy
384
+132
+52% +$20.5K 0.01% 230
2025
Q3 		$40.9K Sell
252
-106
-30% -$17.8K 0.01% 269
2025
Q2 		$65.2K Buy
358
+102
+40% +$17.5K 0.01% 206
2025
Q1 		$40.6K Buy
256
+5
+2% +$708 0.01% 252
2024
Q4 		$30.2K Sell
251
-21
-8% -$2.65K 0.01% 295
2024
Q3 		$33K Buy
272
+19
+8% +$2.21K 0.01% 296
2024
Q2 		$25.6K Sell
253
-74
-23% -$7.24K 0.01% 335
2024
Q1 		$30K Sell
327
-50
-13% -$4.61K 0.01% 300
2023
Q4 		$35.5K Buy
377
+23
+6% +$2.12K 0.01% 235
2023
Q3 		$32.8K Buy
354
+37
+12% +$3.56K 0.01% 227
2023
Q2 		$30.9K Sell
317
-953
-75% -$91.1K 0.01% 227
2023
Q1 		$123K Buy
1,270
+65
+5% +$6.48K 0.03% 92
2022
Q4 		$122K Sell
1,205
-49
-4% -$4.62K 0.03% 98
2022
Q3 		$104K Buy
1,254
+962
+329% +$91.7K 0.03% 82
2022
Q2 		$29K Buy
+292
New +$29.8K 0.01% 205
2021
Q4 		$14K Sell
147
-124
-46% -$11.6K ﹤0.01% 397
2021
Q3 		$26K Buy
+271
New +$27.3K 0.01% 235

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

Bell Investment Advisors's PM Position: Q2 2026 in Review

Bell Investment Advisors reduced its Philip Morris (PM) stake by 18% in Q2 2026, selling an estimated $12.5K and leaving 318 shares worth $57.5K. The position accounts for 0.01% of the portfolio, ranked #254.

Bell Investment Advisors first reported a position in PM in Q3 2021 and has held it in 19 quarters since. The position peaked at $123K in Q1 2023. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Bell Investment Advisors held 318 shares of Philip Morris worth $57.5K as of Q2 2026.
  • Bell Investment Advisors sold 72 Philip Morris shares in Q2 2026, an estimated $12.5K.
  • Philip Morris made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #254 holding.
  • Bell Investment Advisors first reported a position in Philip Morris in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Philip Morris position peaked at $123K in Q1 2023.
  • 2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.