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Childress Capital Advisors’s Philip Morris PM Stock Holding History

Childress Capital 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
Q1 		$1.39M Sell
8,408
-83
-1% -$14.4K 0.25% 59
2025
Q4 		$1.36M Buy
8,491
+1,892
+29% +$293K 0.22% 67
2025
Q3 		$1.07M Buy
6,599
+1,813
+38% +$305K 0.2% 84
2025
Q2 		$872K Buy
4,786
+912
+24% +$157K 0.22% 73
2025
Q1 		$615K Buy
3,874
+190
+5% +$26.9K 0.18% 82
2024
Q4 		$443K Sell
3,684
-22
-0.6% -$2.77K 0.12% 112
2024
Q3 		$450K Sell
3,706
-151
-4% -$17.5K 0.12% 124
2024
Q2 		$391K Buy
3,857
+230
+6% +$22.5K 0.11% 127
2024
Q1 		$332K Buy
3,627
+50
+1% +$4.61K 0.1% 138
2023
Q4 		$337K Sell
3,577
-1,513
-30% -$139K 0.1% 124
2023
Q3 		$471K Buy
+5,090
New +$490K 0.15% 89
2023
Q1 		– Sell
-5,518
Closed -$558K – 150
2022
Q4 		$558K Sell
5,518
-714
-11% -$67.4K 0.19% 80
2022
Q3 		$525K Buy
6,232
+575
+10% +$54.8K 0.2% 79
2022
Q2 		$559K Buy
5,657
+451
+9% +$46K 0.22% 76
2022
Q1 		$488K Buy
5,206
+314
+6% +$31.4K 0.17% 100
2021
Q4 		$465K Buy
4,892
+355
+8% +$33.2K 0.19% 94
2021
Q3 		$425K Buy
4,537
+874
+24% +$87.9K 0.17% 108
2021
Q2 		$363K Sell
3,663
-1,467
-29% -$141K 0.17% 105
2021
Q1 		$455K Buy
5,130
+1,857
+57% +$158K 0.21% 93
2020
Q4 		$271K Buy
+3,273
New +$255K 0.16% 78

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Childress Capital Advisors's PM Position: Q1 2026 in Review

Childress Capital Advisors reduced its Philip Morris (PM) stake by 0.98% in Q1 2026, selling an estimated $14.4K and leaving 8,408 shares worth $1.39M. The position accounts for 0.25% of the portfolio, ranked #59.

Childress Capital Advisors first reported a position in PM in Q4 2020 and has held it in 20 quarters since. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Childress Capital Advisors held 8,408 shares of Philip Morris worth $1.39M as of Q1 2026.
  • Childress Capital Advisors sold 83 Philip Morris shares in Q1 2026, an estimated $14.4K.
  • Philip Morris made up 0.25% of Childress Capital Advisors's portfolio in Q1 2026, its #59 holding.
  • Childress Capital Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 20 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.