Cladis Investment Advisory’s Philip Morris PM Stock Holding History

Cladis Investment Advisory’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	$906K	Buy	5,009 +2,800	+127%	+$486K	0.42%	68
2026 Q1	$365K	Hold	2,209	–	–	0.2%	113
2025 Q4	$354K	Hold	2,209	–	–	0.19%	111
2025 Q3	$358K	Hold	2,209	–	–	0.21%	111
2025 Q2	$402K	Sell	2,209 -5,000	-69%	-$859K	0.25%	100
2025 Q1	$477K	Buy	7,209 +5,000	+226%	+$708K	0.35%	82
2024 Q4	$266K	Hold	2,209	–	–	0.19%	105
2024 Q3	$268K	Hold	2,209	–	–	0.19%	108
2024 Q2	$224K	Hold	2,209	–	–	0.16%	120
2024 Q1	$202K	Sell	2,209 -20	-0.9%	-$1.84K	0.15%	136
2023 Q4	$210K	Hold	2,229	–	–	0.16%	127
2023 Q3	$206K	Hold	2,229	–	–	0.18%	122
2023 Q2	$218K	Buy	+2,229	New	+$213K	0.19%	121
2023 Q1	–	Sell	-2,020	Closed	-$204K	–	142
2022 Q4	$204K	Sell	2,020 -580	-22%	-$54.7K	0.2%	121
2022 Q3	$216K	Hold	2,600	–	–	0.23%	112
2022 Q2	$257K	Hold	2,600	–	–	0.26%	109
2022 Q1	$244K	Hold	2,600	–	–	0.2%	129
2021 Q4	$247K	Buy	+2,600	New	+$243K	0.2%	128

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

Cladis Investment Advisory's PM Position: Q2 2026 in Review

Cladis Investment Advisory increased its Philip Morris (PM) stake by 127% in Q2 2026, buying an estimated $486K and bringing the position to 5,009 shares worth $906K. The position accounts for 0.42% of the portfolio, ranked #68.

Cladis Investment Advisory first reported a position in PM in Q4 2021 and has held it in 18 quarters since. 2,918 funds tracked by Wall St. Rank hold PM as of Q2 2026.

Cladis Investment Advisory held 5,009 shares of Philip Morris worth $906K as of Q2 2026.
Cladis Investment Advisory bought 2,800 Philip Morris shares in Q2 2026, an estimated $486K.
Philip Morris made up 0.42% of Cladis Investment Advisory's portfolio in Q2 2026, its #68 holding.
Cladis Investment Advisory first reported a position in Philip Morris in Q4 2021 and has held it in 18 quarters since.
2,918 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.