CCA
PM icon

Checchi Capital Advisers’s Philip Morris PM Stock Holding History

Checchi Capital Advisers’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 		$2.57M Sell
14,202
-983
-6% -$170K 0.12% 120
2026
Q1 		$2.51M Buy
15,185
+244
+2% +$42.4K 0.13% 115
2025
Q4 		$2.4M Sell
14,941
-664
-4% -$103K 0.12% 111
2025
Q3 		$2.53M Sell
15,605
-1,055
-6% -$178K 0.13% 106
2025
Q2 		$3.03M Sell
16,660
-448
-3% -$76.9K 0.17% 97
2025
Q1 		$2.72M Buy
17,108
+353
+2% +$50K 0.14% 107
2024
Q4 		$2.02M Sell
16,755
-144
-0.9% -$18.2K 0.12% 122
2024
Q3 		$2.05M Buy
16,899
+183
+1% +$21.3K 0.11% 116
2024
Q2 		$1.69M Sell
16,716
-1,072
-6% -$105K 0.08% 128
2024
Q1 		$1.63M Sell
17,788
-222
-1% -$20.5K 0.13% 137
2023
Q4 		$1.69M Sell
18,010
-882
-5% -$81.3K 0.14% 124
2023
Q3 		$1.75M Sell
18,892
-555
-3% -$53.4K 0.16% 114
2023
Q2 		$1.9M Buy
19,447
+981
+5% +$93.7K 0.17% 106
2023
Q1 		$1.8M Sell
18,466
-440
-2% -$43.8K 0.17% 112
2022
Q4 		$1.91M Sell
18,906
-1,337
-7% -$126K 0.2% 101
2022
Q3 		$1.68M Buy
20,243
+117
+0.6% +$11.2K 0.16% 113
2022
Q2 		$1.96M Buy
20,126
+2,335
+13% +$238K 0.17% 101
2022
Q1 		$1.67M Buy
17,791
+589
+3% +$58.9K 0.14% 106
2021
Q4 		$1.63M Buy
17,202
+1,280
+8% +$120K 0.14% 109
2021
Q3 		$1.51M Sell
15,922
-1,131
-7% -$114K 0.15% 108
2021
Q2 		$1.69M Buy
17,053
+161
+1% +$15.4K 0.17% 108
2021
Q1 		$1.5M Buy
16,892
+1,537
+10% +$131K 0.15% 110
2020
Q4 		$1.27M Sell
15,355
-2,242
-13% -$175K 0.13% 119
2020
Q3 		$1.32M Sell
17,597
-316
-2% -$24.4K 0.15% 106
2020
Q2 		$1.25M Sell
17,913
-171
-0.9% -$12.5K 0.15% 98
2020
Q1 		$1.32M Buy
18,084
+1,470
+9% +$121K 0.13% 84
2019
Q4 		$1.41M Buy
16,614
+1,057
+7% +$87.1K 0.19% 87
2019
Q3 		$1.18M Sell
15,557
-100
-0.6% -$7.92K 0.15% 95
2019
Q2 		$1.23M Sell
15,657
-15
-0.1% -$1.24K 0.16% 88
2019
Q1 		$1.39M Sell
15,672
-11
-0.1% -$886 0.16% 81
2018
Q4 		$1.05M Sell
15,683
-2,475
-14% -$207K 0.14% 87
2018
Q3 		$1.48M Buy
18,158
+1,606
+10% +$132K 0.17% 85
2018
Q2 		$1.34M Buy
16,552
+380
+2% +$32.2K 0.17% 83
2018
Q1 		$1.61M Sell
16,172
-1,502
-8% -$156K 0.21% 71
2017
Q4 		$1.87M Buy
17,674
+1,703
+11% +$181K 0.25% 64
2017
Q3 		$1.77M Sell
15,971
-187
-1% -$21.8K 0.18% 64
2017
Q2 		$1.9M Sell
16,158
-1,947
-11% -$225K 0.21% 51
2017
Q1 		$2.04M Buy
18,105
+1,593
+10% +$164K 0.24% 50
2016
Q4 		$1.51M Sell
16,512
-766
-4% -$71K 0.2% 65
2016
Q3 		$1.68M Sell
17,278
-2,133
-11% -$214K 0.19% 64
2016
Q2 		$1.97M Buy
19,411
+165
+0.9% +$16.5K 0.23% 40
2016
Q1 		$1.89M Sell
19,246
-1,447
-7% -$133K 0.42% 41
2015
Q4 		$1.82M Buy
20,693
+1,573
+8% +$137K 0.46% 37
2015
Q3 		$1.52M Buy
19,120
+215
+1% +$17.7K 0.41% 51
2015
Q2 		$1.52M Sell
18,905
-440
-2% -$36.2K 0.4% 57
2015
Q1 		$1.46M Buy
19,345
+1,845
+11% +$150K 0.43% 54
2014
Q4 		$1.43M Buy
17,500
+5,823
+50% +$500K 0.54% 45
2014
Q3 		$974K Buy
11,677
+2,160
+23% +$183K 0.4% 57
2014
Q2 		$802K Buy
9,517
+2,421
+34% +$208K 0.37% 60
2014
Q1 		$581K Buy
7,096
+2,078
+41% +$168K 0.36% 63
2013
Q4 		$437K Buy
+5,018
New +$438K 0.34% 63

Other funds holding PM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Checchi Capital Advisers's PM Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Philip Morris (PM) stake by 6.5% in Q2 2026, selling an estimated $170K and leaving 14,202 shares worth $2.57M. The position accounts for 0.12% of the portfolio, ranked #120.

Checchi Capital Advisers first reported a position in PM in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.03M in Q2 2025. 1,916 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Checchi Capital Advisers held 14,202 shares of Philip Morris worth $2.57M as of Q2 2026.
  • Checchi Capital Advisers sold 983 Philip Morris shares in Q2 2026, an estimated $170K.
  • Philip Morris made up 0.12% of Checchi Capital Advisers's portfolio in Q2 2026, its #120 holding.
  • Checchi Capital Advisers first reported a position in Philip Morris in Q4 2013 and has held it in 51 quarters since.
  • Checchi Capital Advisers's Philip Morris position peaked at $3.03M in Q2 2025.
  • 1,916 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.