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CBIZ Investment Advisory Services’s Philip Morris PM Stock Holding History

CBIZ Investment Advisory Services’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 		$22.2K Hold
134
– – ﹤0.01% 122
2026
Q1 		$22.2K Sell
134
-233
-63% -$40.5K ﹤0.01% 122
2025
Q4 		$59.2K Buy
367
+113
+44% +$17.5K ﹤0.01% 122
2025
Q3 		$41.2K Sell
254
-89
-26% -$15K ﹤0.01% 148
2025
Q2 		$62.9K Buy
343
+141
+70% +$24.2K ﹤0.01% 110
2025
Q1 		$32.3K Buy
202
+162
+405% +$22.9K ﹤0.01% 157
2024
Q4 		$4.86K Buy
40
+16
+67% +$2.02K ﹤0.01% 321
2024
Q3 		$3.03K Hold
24
– – ﹤0.01% 324
2024
Q2 		$2.5K Sell
24
-71
-75% -$6.94K ﹤0.01% 325
2024
Q1 		$8.73K Buy
+95
New +$8.76K ﹤0.01% 257
2020
Q2 		– Hold
0
– – – 70
2020
Q1 		– Hold
0
– – – 78
2019
Q4 		– Hold
0
– – – 83

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's PM Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Philip Morris (PM) position steady in Q2 2026 at 134 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #122.

CBIZ Investment Advisory Services first reported a position in PM in Q1 2024 and has held it in 10 quarters since. The position peaked at $62.9K in Q2 2025. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • CBIZ Investment Advisory Services held 134 shares of Philip Morris worth $22.2K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Philip Morris share count unchanged in Q2 2026.
  • Philip Morris made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #122 holding.
  • CBIZ Investment Advisory Services first reported a position in Philip Morris in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Philip Morris position peaked at $62.9K in Q2 2025.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.