Catherine Avery Investment Management’s Philip Morris PM Stock Holding History

Catherine Avery Investment Management’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	$70.3K	Buy	388 +3	+0.8%	+$520	0.03%	73
2026 Q1	$63.7K	Buy	385 +3	+0.8%	+$521	0.03%	68
2025 Q4	$61.3K	Buy	382 +3	+0.8%	+$465	0.04%	69
2025 Q3	$61.4K	Buy	379 +3	+0.8%	+$505	0.04%	66
2025 Q2	$68.5K	Buy	376 +3	+0.8%	+$515	0.05%	61
2025 Q1	$59.2K	Buy	373 +4	+1%	+$567	0.05%	66
2024 Q4	$44.4K	Buy	+369	New	+$46.6K	0.04%	62

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 $3.37T AUM 44.26% 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

Catherine Avery Investment Management's PM Position: Q2 2026 in Review

Catherine Avery Investment Management increased its Philip Morris (PM) stake by 0.78% in Q2 2026, buying an estimated $520 and bringing the position to 388 shares worth $70.3K. The position accounts for 0.03% of the portfolio, ranked #73.

Catherine Avery Investment Management first reported a position in PM in Q4 2024 and has held it in 7 quarters since. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Catherine Avery Investment Management held 388 shares of Philip Morris worth $70.3K as of Q2 2026.
Catherine Avery Investment Management bought 3 Philip Morris shares in Q2 2026, an estimated $520.
Philip Morris made up 0.03% of Catherine Avery Investment Management's portfolio in Q2 2026, its #73 holding.
Catherine Avery Investment Management first reported a position in Philip Morris in Q4 2024 and has held it in 7 quarters since.
2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.