Cahill Financial Advisors’s Philip Morris PM Stock Holding History

Cahill Financial 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	$497K	Buy	2,747 +6	+0.2%	+$1.04K	0.05%	185
2026 Q1	$453K	Buy	2,741 +26	+1%	+$4.52K	0.05%	189
2025 Q4	$436K	Sell	2,715 -35	-1%	-$5.42K	0.05%	190
2025 Q3	$446K	Buy	2,750 +56	+2%	+$9.42K	0.05%	190
2025 Q2	$491K	Buy	2,694 +6	+0.2%	+$1.03K	0.06%	171
2025 Q1	$427K	Buy	2,688 +7	+0.3%	+$992	0.06%	182
2024 Q4	$323K	Sell	2,681 -367	-12%	-$46.3K	0.04%	208
2024 Q3	$370K	Buy	3,048 +754	+33%	+$87.6K	0.05%	191
2024 Q2	$232K	Buy	2,294 +99	+5%	+$9.68K	0.03%	243
2024 Q1	$201K	Buy	+2,195	New	+$202K	0.03%	255
2021 Q4	–	Sell	-1,790	Closed	-$170K	–	610
2021 Q3	$170K	Buy	+1,790	New	+$180K	0.03%	221

Other funds holding PM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cahill Financial Advisors's PM Position: Q2 2026 in Review

Cahill Financial Advisors increased its Philip Morris (PM) stake by 0.22% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,747 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #185.

Cahill Financial Advisors first reported a position in PM in Q3 2021 and has held it in 11 quarters since. 2,936 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Cahill Financial Advisors held 2,747 shares of Philip Morris worth $497K as of Q2 2026.
Cahill Financial Advisors bought 6 Philip Morris shares in Q2 2026, an estimated $1.04K.
Philip Morris made up 0.05% of Cahill Financial Advisors's portfolio in Q2 2026, its #185 holding.
Cahill Financial Advisors first reported a position in Philip Morris in Q3 2021 and has held it in 11 quarters since.
2,936 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.