CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Philip Morris PM Stock Holding History

CAPTRUST 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 		$49.6K Buy
+300
New +$52.1K ﹤0.01% 2897

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

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

CAPTRUST Financial Advisors increased its Philip Morris (PM) stake by 15% in Q1 2026, buying an estimated $5.74M and bringing the position to 251,685 shares worth $41.6M. The position accounts for 0.07% of the portfolio, ranked #223.

CAPTRUST Financial Advisors first reported a position in PM in Q3 2017 and has held it in 35 quarters since. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • CAPTRUST Financial Advisors held 251,685 shares of Philip Morris worth $41.6M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 33,037 Philip Morris shares in Q1 2026, an estimated $5.74M.
  • Philip Morris made up 0.07% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #223 holding.
  • CAPTRUST Financial Advisors first reported a position in Philip Morris in Q3 2017 and has held it in 35 quarters since.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.