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

CFS 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	$1.83M	Sell	10,058 -1,304	-11%	-$226K	0.12%	143
2026 Q1	$1.79M	Buy	11,362 +7,671	+208%	+$1.33M	0.12%	134
2025 Q4	$592K	Buy	3,691 +1,296	+54%	+$201K	0.04%	224
2025 Q3	$378K	Sell	2,395 -110	-4%	-$18.5K	0.03%	260
2025 Q2	$456K	Buy	2,505 +29	+1%	+$4.98K	0.04%	237
2025 Q1	$393K	Sell	2,476 -48	-2%	-$6.8K	0.04%	239
2024 Q4	$304K	Buy	2,524 +6	+0.2%	+$757	0.03%	257
2024 Q3	$306K	Buy	+2,518	New	+$293K	0.03%	250
2022 Q2	–	Sell	-48,379	Closed	-$1K	–	447
2022 Q1	$1K	Buy	+48,379	New	+$4.84M	﹤0.01%	374

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

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

CFS Investment Advisory Services reduced its Philip Morris (PM) stake by 11% in Q2 2026, selling an estimated $226K and leaving 10,058 shares worth $1.83M. The position accounts for 0.12% of the portfolio, ranked #143.

CFS Investment Advisory Services first reported a position in PM in Q1 2022 and has held it in 9 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

CFS Investment Advisory Services held 10,058 shares of Philip Morris worth $1.83M as of Q2 2026.
CFS Investment Advisory Services sold 1,304 Philip Morris shares in Q2 2026, an estimated $226K.
Philip Morris made up 0.12% of CFS Investment Advisory Services's portfolio in Q2 2026, its #143 holding.
CFS Investment Advisory Services first reported a position in Philip Morris in Q1 2022 and has held it in 9 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.