Clearwater Capital Advisors’s Philip Morris PM Stock Holding History

Clearwater 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	$463K	Buy	2,798 +65	+2%	+$11.3K	0.04%	117
2025 Q4	$438K	Buy	2,733 +149	+6%	+$23.1K	0.04%	116
2025 Q3	$419K	Buy	2,584 +73	+3%	+$12.3K	0.04%	119
2025 Q2	$457K	Sell	2,511 -1,228	-33%	-$211K	0.04%	114
2025 Q1	$593K	Sell	3,739 -640	-15%	-$90.7K	0.06%	99
2024 Q4	$527K	Hold	4,379	–	–	0.05%	103
2024 Q3	$532K	Buy	+4,379	New	+$509K	0.05%	107
2018 Q2	–	Sell	-1,284	Closed	-$128K	–	460
2018 Q1	$128K	Buy	+1,284	New	+$134K	0.03%	215

Other funds holding PM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clearwater Capital Advisors increased its Philip Morris (PM) stake by 2.4% in Q1 2026, buying an estimated $11.3K and bringing the position to 2,798 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #117.

Clearwater Capital Advisors first reported a position in PM in Q1 2018 and has held it in 8 quarters since. The position peaked at $593K in Q1 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Clearwater Capital Advisors held 2,798 shares of Philip Morris worth $463K as of Q1 2026.
Clearwater Capital Advisors bought 65 Philip Morris shares in Q1 2026, an estimated $11.3K.
Philip Morris made up 0.04% of Clearwater Capital Advisors's portfolio in Q1 2026, its #117 holding.
Clearwater Capital Advisors first reported a position in Philip Morris in Q1 2018 and has held it in 8 quarters since.
Clearwater Capital Advisors's Philip Morris position peaked at $593K in Q1 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.