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Claro Advisors’s Philip Morris PM Stock Holding History

Claro 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 		$871K Sell
5,269
-316
-6% -$54.9K 0.1% 164
2025
Q4 		$896K Buy
5,585
+196
+4% +$30.4K 0.12% 146
2025
Q3 		$874K Sell
5,389
-245
-4% -$41.2K 0.13% 144
2025
Q2 		$1.03M Sell
5,634
-1,238
-18% -$213K 0.17% 115
2025
Q1 		$1.09M Sell
6,872
-726
-10% -$103K 0.15% 131
2024
Q4 		$914K Buy
7,598
+459
+6% +$57.9K 0.12% 154
2024
Q3 		$867K Sell
7,139
-717
-9% -$83.3K 0.11% 179
2024
Q2 		$796K Buy
7,856
+520
+7% +$50.8K 0.12% 171
2024
Q1 		$672K Buy
7,336
+142
+2% +$13.1K 0.12% 195
2023
Q4 		$677K Sell
7,194
-963
-12% -$88.7K 0.15% 164
2023
Q3 		$755K Buy
8,157
+123
+2% +$11.8K 0.19% 128
2023
Q2 		$784K Buy
8,034
+114
+1% +$10.9K 0.19% 126
2023
Q1 		$770K Hold
7,920
– – 0.23% 107
2022
Q4 		$802K Buy
7,920
+1,388
+21% +$131K 0.26% 95
2022
Q3 		$645K Hold
6,532
– – 0.26% 98
2022
Q2 		$645K Buy
6,532
+357
+6% +$36.4K 0.26% 98
2022
Q1 		$587K Hold
6,175
– – 0.21% 129
2021
Q4 		$587K Sell
6,175
-123
-2% -$11.5K 0.21% 129
2021
Q3 		$597K Sell
6,298
-104
-2% -$10.5K 0.25% 113
2021
Q2 		$635K Buy
6,402
+177
+3% +$17K 0.29% 99
2021
Q1 		$552K Sell
6,225
-605
-9% -$51.4K 0.28% 99
2020
Q4 		$565K Sell
6,830
-683
-9% -$53.2K 0.3% 94
2020
Q3 		$563K Sell
7,513
-990
-12% -$76.4K 0.36% 81
2020
Q2 		$596K Sell
8,503
-442
-5% -$32.2K 0.41% 67
2020
Q1 		$653K Buy
8,945
+321
+4% +$26.4K 0.61% 43
2019
Q4 		$734K Buy
8,624
+2,051
+31% +$169K 0.57% 48
2019
Q3 		$499K Sell
6,573
-74
-1% -$5.86K 0.44% 65
2019
Q2 		$522K Sell
6,647
-239
-3% -$19.7K 0.48% 61
2019
Q1 		$609K Buy
6,886
+1,097
+19% +$88.4K 0.6% 50
2018
Q4 		$472K Buy
+5,789
New +$484K 0.38% 60

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

Claro Advisors's PM Position: Q1 2026 in Review

Claro Advisors reduced its Philip Morris (PM) stake by 5.7% in Q1 2026, selling an estimated $54.9K and leaving 5,269 shares worth $871K. The position accounts for 0.1% of the portfolio, ranked #164.

Claro Advisors first reported a position in PM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.09M in Q1 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Claro Advisors held 5,269 shares of Philip Morris worth $871K as of Q1 2026.
  • Claro Advisors sold 316 Philip Morris shares in Q1 2026, an estimated $54.9K.
  • Philip Morris made up 0.1% of Claro Advisors's portfolio in Q1 2026, its #164 holding.
  • Claro Advisors first reported a position in Philip Morris in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Philip Morris position peaked at $1.09M in Q1 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.