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Caerus Investment Advisors’s Philip Morris PM Stock Holding History

Caerus 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 		$548K Sell
3,028
-41
-1% -$7.11K 0.18% 104
2026
Q1 		$507K Sell
3,069
-405
-12% -$70.4K 0.21% 94
2025
Q4 		$557K Buy
3,474
+1,722
+98% +$267K 0.18% 124
2025
Q3 		$284K Buy
+1,752
New +$295K 0.12% 203

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

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

Caerus Investment Advisors reduced its Philip Morris (PM) stake by 1.3% in Q2 2026, selling an estimated $7.11K and leaving 3,028 shares worth $548K. The position accounts for 0.18% of the portfolio, ranked #104.

Caerus Investment Advisors first reported a position in PM in Q3 2025 and has held it in 4 quarters since. The position peaked at $557K in Q4 2025. 2,930 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Caerus Investment Advisors held 3,028 shares of Philip Morris worth $548K as of Q2 2026.
  • Caerus Investment Advisors sold 41 Philip Morris shares in Q2 2026, an estimated $7.11K.
  • Philip Morris made up 0.18% of Caerus Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • Caerus Investment Advisors first reported a position in Philip Morris in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Philip Morris position peaked at $557K in Q4 2025.
  • 2,930 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.