Central Valley Advisors’s Philip Morris PM Stock Holding History

Central Valley 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	$322K	Sell	1,781 -11	-0.6%	-$1.91K	0.08%	149
2026 Q1	$296K	Buy	1,792 +326	+22%	+$56.6K	0.08%	149
2025 Q4	$235K	Hold	1,466	–	–	0.07%	138
2025 Q3	$238K	Hold	1,466	–	–	0.07%	138
2025 Q2	$267K	Hold	1,466	–	–	0.09%	122
2025 Q1	$233K	Buy	+1,466	New	+$208K	0.09%	114
2024 Q3	–	Sell	-2,001	Closed	-$240K	–	161
2024 Q2	$240K	Sell	2,001 -300	-13%	-$29.3K	0.1%	124
2024 Q1	$211K	Sell	2,301 -17	-0.7%	-$1.57K	0.11%	145
2023 Q4	$218K	Buy	+2,318	New	+$214K	0.13%	129

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Central Valley Advisors's PM Position: Q2 2026 in Review

Central Valley Advisors reduced its Philip Morris (PM) stake by 0.61% in Q2 2026, selling an estimated $1.91K and leaving 1,781 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #149.

Central Valley Advisors first reported a position in PM in Q4 2023 and has held it in 9 quarters since. 1,393 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Central Valley Advisors held 1,781 shares of Philip Morris worth $322K as of Q2 2026.
Central Valley Advisors sold 11 Philip Morris shares in Q2 2026, an estimated $1.91K.
Philip Morris made up 0.08% of Central Valley Advisors's portfolio in Q2 2026, its #149 holding.
Central Valley Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 9 quarters since.
1,393 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.