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 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 $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cahill Financial Advisors's PM Position: Q1 2026 in Review

Cahill Financial Advisors increased its Philip Morris (PM) stake by 0.96% in Q1 2026, buying an estimated $4.52K and bringing the position to 2,741 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #189.

Cahill Financial Advisors first reported a position in PM in Q3 2021 and has held it in 10 quarters since. The position peaked at $491K in Q2 2025. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Cahill Financial Advisors held 2,741 shares of Philip Morris worth $453K as of Q1 2026.
Cahill Financial Advisors bought 26 Philip Morris shares in Q1 2026, an estimated $4.52K.
Philip Morris made up 0.05% of Cahill Financial Advisors's portfolio in Q1 2026, its #189 holding.
Cahill Financial Advisors first reported a position in Philip Morris in Q3 2021 and has held it in 10 quarters since.
Cahill Financial Advisors's Philip Morris position peaked at $491K in Q2 2025.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.