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Cardiff Park Advisors’s Philip Morris PM Stock Holding History

Cardiff Park 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 		$2M Sell
11,064
-531
-5% -$92.1K 0.16% 78
2026
Q1 		$1.92M Buy
11,595
+23
+0.2% +$4K 0.15% 76
2025
Q4 		$1.86M Sell
11,572
-1,804
-13% -$279K 0.15% 78
2025
Q3 		$2.17M Buy
13,376
+127
+1% +$21.4K 0.17% 75
2025
Q2 		$2.41M Buy
13,249
+87
+0.7% +$14.9K 0.21% 61
2025
Q1 		$2.09M Buy
13,162
+2,409
+22% +$341K 0.2% 63
2024
Q4 		$1.29M Sell
10,753
-2,923
-21% -$369K 0.12% 86
2024
Q3 		$1.66M Buy
13,676
+62
+0.5% +$7.2K 0.15% 72
2024
Q2 		$1.38M Buy
13,614
+54
+0.4% +$5.28K 0.13% 80
2024
Q1 		$1.24M Buy
13,560
+53
+0.4% +$4.89K 0.12% 86
2023
Q4 		$1.27M Sell
13,507
-171
-1% -$15.8K 0.14% 75
2023
Q3 		$1.27M Buy
13,678
+448
+3% +$43.1K 0.16% 72
2023
Q2 		$1.29M Buy
13,230
+242
+2% +$23.1K 0.16% 76
2023
Q1 		$1.26M Buy
12,988
+113
+0.9% +$11.3K 0.17% 73
2022
Q4 		$1.3M Buy
12,875
+2,391
+23% +$226K 0.18% 71
2022
Q3 		$870K Buy
10,484
+91
+0.9% +$8.68K 0.14% 94
2022
Q2 		$1.03M Buy
10,393
+41
+0.4% +$4.18K 0.16% 78
2022
Q1 		$972K Buy
10,352
+84
+0.8% +$8.4K 0.14% 77
2021
Q4 		$975K Buy
+10,268
New +$960K 0.13% 77

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

Cardiff Park Advisors's PM Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Philip Morris (PM) stake by 4.6% in Q2 2026, selling an estimated $92.1K and leaving 11,064 shares worth $2M. The position accounts for 0.16% of the portfolio, ranked #78.

Cardiff Park Advisors first reported a position in PM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q2 2025. 2,933 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Cardiff Park Advisors held 11,064 shares of Philip Morris worth $2M as of Q2 2026.
  • Cardiff Park Advisors sold 531 Philip Morris shares in Q2 2026, an estimated $92.1K.
  • Philip Morris made up 0.16% of Cardiff Park Advisors's portfolio in Q2 2026, its #78 holding.
  • Cardiff Park Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Philip Morris position peaked at $2.41M in Q2 2025.
  • 2,933 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

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