Certified Advisory Corp’s Philip Morris PM Stock Holding History

Certified Advisory Corp’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	$507K	Buy	2,802 +16	+0.6%	+$2.77K	0.04%	225
2026 Q1	$461K	Sell	2,786 -323	-10%	-$56.1K	0.04%	221
2025 Q4	$499K	Buy	3,109 +79	+3%	+$12.2K	0.05%	208
2025 Q3	$491K	Buy	3,030 +69	+2%	+$11.6K	0.05%	206
2025 Q2	$539K	Buy	2,961 +17	+0.6%	+$2.92K	0.06%	192
2025 Q1	$467K	Buy	2,944 +22	+0.8%	+$3.12K	0.05%	197
2024 Q4	$352K	Buy	2,922 +5	+0.2%	+$631	0.04%	231
2024 Q3	$354K	Buy	2,917 +126	+5%	+$14.6K	0.04%	233
2024 Q2	$283K	Buy	2,791 +25	+0.9%	+$2.44K	0.04%	242
2024 Q1	$253K	Buy	2,766 +76	+3%	+$7.01K	0.04%	239
2023 Q4	$253K	Sell	2,690 -1,044	-28%	-$96.2K	0.04%	238
2023 Q3	$346K	Sell	3,734 -182	-5%	-$17.5K	0.06%	172
2023 Q2	$382K	Buy	3,916 +1	+0%	+$96	0.07%	168
2023 Q1	$381K	Sell	3,915 -241	-6%	-$24K	0.07%	176
2022 Q4	$421K	Sell	4,156 -1,043	-20%	-$98.4K	0.08%	171
2022 Q3	$432K	Buy	5,199 +19	+0.4%	+$1.81K	0.1%	162
2022 Q2	$511K	Buy	5,180 +81	+2%	+$8.26K	0.11%	150
2022 Q1	$479K	Buy	5,099 +2,240	+78%	+$224K	0.1%	153
2021 Q4	$272K	Buy	2,859 +120	+4%	+$11.2K	0.06%	192
2021 Q3	$260K	Buy	2,739 +118	+5%	+$11.9K	0.06%	186
2021 Q2	$260K	Buy	2,621 +162	+7%	+$15.5K	0.07%	189
2021 Q1	$218K	Buy	+2,459	New	+$209K	0.06%	187
2020 Q2	$231K	Buy	3,295 +20	+0.6%	+$1.46K	0.08%	172
2020 Q1	$239K	Sell	3,275 -26	-0.8%	-$2.14K	0.09%	157
2019 Q4	$281K	Buy	3,301 +18	+0.5%	+$1.48K	0.09%	166
2019 Q3	$249K	Buy	3,283 +16	+0.5%	+$1.27K	0.09%	165
2019 Q2	$256K	Sell	3,267 -84	-3%	-$6.94K	0.1%	155
2019 Q1	$296K	Buy	3,351 +764	+30%	+$61.5K	0.12%	132
2018 Q4	$173K	Buy	2,587 +258	+11%	+$21.5K	0.09%	154
2018 Q3	$190K	Buy	2,329 +14	+0.6%	+$1.15K	0.09%	155
2018 Q2	$187K	Buy	2,315 +300	+15%	+$25.5K	0.1%	145
2018 Q1	$200K	Buy	2,015 +772	+62%	+$80.4K	0.12%	140
2017 Q4	$130K	Buy	+1,243	New	+$132K	0.09%	147

Other funds holding PM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Certified Advisory Corp's PM Position: Q2 2026 in Review

Certified Advisory Corp increased its Philip Morris (PM) stake by 0.57% in Q2 2026, buying an estimated $2.77K and bringing the position to 2,802 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #225.

Certified Advisory Corp first reported a position in PM in Q4 2017 and has held it in 33 quarters since. The position peaked at $539K in Q2 2025. 1,010 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Certified Advisory Corp held 2,802 shares of Philip Morris worth $507K as of Q2 2026.
Certified Advisory Corp bought 16 Philip Morris shares in Q2 2026, an estimated $2.77K.
Philip Morris made up 0.04% of Certified Advisory Corp's portfolio in Q2 2026, its #225 holding.
Certified Advisory Corp first reported a position in Philip Morris in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's Philip Morris position peaked at $539K in Q2 2025.
1,010 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.