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 Q3	$277K	Sell	1,452 -329	-18%	-$62.2K	0.07%	138
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Central Valley Advisors's PM Position: Q3 2026 in Review

Central Valley Advisors reduced its Philip Morris (PM) stake by 18% in Q3 2026, selling an estimated $62.2K and leaving 1,452 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #138.

Central Valley Advisors first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $322K in Q2 2026. 1,947 funds tracked by Wall St. Rank hold PM as of Q3 2026.

Central Valley Advisors held 1,452 shares of Philip Morris worth $277K as of Q3 2026.
Central Valley Advisors sold 329 Philip Morris shares in Q3 2026, an estimated $62.2K.
Philip Morris made up 0.07% of Central Valley Advisors's portfolio in Q3 2026, its #138 holding.
Central Valley Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Central Valley Advisors's Philip Morris position peaked at $322K in Q2 2026.
1,947 funds tracked by Wall St. Rank held Philip Morris as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.