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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
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 $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

Cardiff Park Advisors's PM Position: Q1 2026 in Review

Cardiff Park Advisors increased its Philip Morris (PM) stake by 0.2% in Q1 2026, buying an estimated $4K and bringing the position to 11,595 shares worth $1.92M. The position accounts for 0.15% of the portfolio, ranked #76.

Cardiff Park Advisors first reported a position in PM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.41M in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Cardiff Park Advisors held 11,595 shares of Philip Morris worth $1.92M as of Q1 2026.
  • Cardiff Park Advisors bought 23 Philip Morris shares in Q1 2026, an estimated $4K.
  • Philip Morris made up 0.15% of Cardiff Park Advisors's portfolio in Q1 2026, its #76 holding.
  • Cardiff Park Advisors first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's Philip Morris position peaked at $2.41M in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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