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Choate Investment Advisors’s Philip Morris PM Stock Holding History

Choate Investment 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
Q2 		$796K Sell
4,399
-155
-3% -$26.9K 0.01% 265
2026
Q1 		$753K Sell
4,554
-369
-7% -$64.1K 0.01% 263
2025
Q4 		$790K Sell
4,923
-207
-4% -$32.1K 0.02% 254
2025
Q3 		$832K Buy
5,130
+101
+2% +$17K 0.02% 225
2025
Q2 		$916K Buy
5,029
+746
+17% +$128K 0.02% 205
2025
Q1 		$680K Sell
4,283
-3,931
-48% -$557K 0.02% 231
2024
Q4 		$989K Buy
8,214
+4,517
+122% +$570K 0.02% 195
2024
Q3 		$449K Buy
3,697
+90
+2% +$10.5K 0.01% 273
2024
Q2 		$366K Sell
3,607
-1,757
-33% -$172K 0.01% 283
2024
Q1 		$491K Buy
5,364
+1,334
+33% +$123K 0.01% 266
2023
Q4 		$379K Buy
4,030
+808
+25% +$74.4K 0.01% 278
2023
Q3 		$298K Sell
3,222
-1,868
-37% -$180K 0.01% 295
2023
Q2 		$497K Buy
5,090
+1,212
+31% +$116K 0.02% 206
2023
Q1 		$377K Buy
3,878
+630
+19% +$62.8K 0.02% 207
2022
Q4 		$329K Hold
3,248
– – 0.02% 214
2022
Q3 		$270K Sell
3,248
-119
-4% -$11.3K 0.02% 212
2022
Q2 		$332K Hold
3,367
– – 0.02% 205
2022
Q1 		$316K Sell
3,367
-61
-2% -$6.1K 0.02% 238
2021
Q4 		$326K Buy
3,428
+109
+3% +$10.2K 0.02% 222
2021
Q3 		$315K Hold
3,319
– – 0.02% 217
2021
Q2 		$329K Sell
3,319
-1,225
-27% -$118K 0.02% 211
2021
Q1 		$403K Sell
4,544
-183
-4% -$15.5K 0.02% 194
2020
Q4 		$392K Buy
4,727
+183
+4% +$14.2K 0.02% 184
2020
Q3 		$341K Sell
4,544
-1,141
-20% -$88K 0.02% 193
2020
Q2 		$398K Sell
5,685
-791
-12% -$57.7K 0.03% 174
2020
Q1 		$472K Sell
6,476
-1,050
-14% -$86.4K 0.04% 150
2019
Q4 		$640K Hold
7,526
– – 0.04% 141
2019
Q3 		$571K Buy
7,526
+71
+1% +$5.63K 0.04% 149
2019
Q2 		$585K Sell
7,455
-452
-6% -$37.3K 0.04% 146
2019
Q1 		$699K Buy
7,907
+2,106
+36% +$170K 0.04% 136
2018
Q4 		$387K Sell
5,801
-838
-13% -$70K 0.02% 164
2018
Q3 		$541K Buy
6,639
+849
+15% +$69.7K 0.03% 133
2018
Q2 		$467K Sell
5,790
-2,275
-28% -$193K 0.03% 163
2018
Q1 		$802K Sell
8,065
-3,122
-28% -$325K 0.04% 134
2017
Q4 		$1.18M Sell
11,187
-307
-3% -$32.7K 0.06% 115
2017
Q3 		$1.28M Sell
11,494
-323
-3% -$37.6K 0.07% 104
2017
Q2 		$1.39M Sell
11,817
-345
-3% -$40K 0.08% 100
2017
Q1 		$1.37M Sell
12,162
-808
-6% -$83.4K 0.08% 96
2016
Q4 		$1.19M Sell
12,970
-988
-7% -$91.6K 0.08% 103
2016
Q3 		$1.36M Buy
13,958
+2,417
+21% +$242K 0.09% 99
2016
Q2 		$1.17M Buy
11,541
+184
+2% +$18.4K 0.08% 99
2016
Q1 		$1.11M Buy
11,357
+200
+2% +$18.3K 0.08% 102
2015
Q4 		$909K Buy
11,157
+1,775
+19% +$154K 0.07% 124
2015
Q3 		$744K Buy
9,382
+602
+7% +$49.5K 0.05% 125
2015
Q2 		$704K Sell
8,780
-485
-5% -$39.9K 0.04% 131
2015
Q1 		$698K Sell
9,265
-1,892
-17% -$154K 0.04% 144
2014
Q4 		$909K Sell
11,157
-1,420
-11% -$122K 0.05% 123
2014
Q3 		$1.05M Sell
12,577
-275
-2% -$23.3K 0.06% 118
2014
Q2 		$1.08M Buy
12,852
+1,150
+10% +$99K 0.06% 118
2014
Q1 		$958K Sell
11,702
-1,583
-12% -$128K 0.06% 130
2013
Q4 		$1.16M Buy
13,285
+2,239
+20% +$196K 0.08% 110
2013
Q3 		$956K Sell
11,046
-818
-7% -$71.5K 0.07% 120
2013
Q2 		$1.03M Buy
+11,864
New +$1.1M 0.08% 117

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Choate Investment Advisors's PM Position: Q2 2026 in Review

Choate Investment Advisors reduced its Philip Morris (PM) stake by 3.4% in Q2 2026, selling an estimated $26.9K and leaving 4,399 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #265.

Choate Investment Advisors first reported a position in PM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.39M in Q2 2017. 2,920 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Choate Investment Advisors held 4,399 shares of Philip Morris worth $796K as of Q2 2026.
  • Choate Investment Advisors sold 155 Philip Morris shares in Q2 2026, an estimated $26.9K.
  • Philip Morris made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #265 holding.
  • Choate Investment Advisors first reported a position in Philip Morris in Q2 2013 and has held it in 53 quarters since.
  • Choate Investment Advisors's Philip Morris position peaked at $1.39M in Q2 2017.
  • 2,920 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.