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Client 1st Advisory Group’s Philip Morris PM Stock Holding History

Client 1st Advisory Group’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 		$628K Buy
3,470
+541
+18% +$93.8K 0.16% 71
2026
Q1 		$484K Sell
2,929
-138
-4% -$24K 0.15% 76
2025
Q4 		$492K Buy
3,067
+718
+31% +$111K 0.15% 73
2025
Q3 		$381K Hold
2,349
– – 0.13% 81
2025
Q2 		$428K Hold
2,349
– – 0.16% 73
2025
Q1 		$373K Hold
2,349
– – 0.15% 77
2024
Q4 		$283K Hold
2,349
– – 0.11% 104
2024
Q3 		$285K Buy
+2,349
New +$273K 0.11% 96

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 $3.38T AUM 44.17% 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

Client 1st Advisory Group's PM Position: Q2 2026 in Review

Client 1st Advisory Group increased its Philip Morris (PM) stake by 18% in Q2 2026, buying an estimated $93.8K and bringing the position to 3,470 shares worth $628K. The position accounts for 0.16% of the portfolio, ranked #71.

Client 1st Advisory Group first reported a position in PM in Q3 2024 and has held it in 8 quarters since. 2,937 funds tracked by Wall St. Rank hold PM as of Q2 2026.

  • Client 1st Advisory Group held 3,470 shares of Philip Morris worth $628K as of Q2 2026.
  • Client 1st Advisory Group bought 541 Philip Morris shares in Q2 2026, an estimated $93.8K.
  • Philip Morris made up 0.16% of Client 1st Advisory Group's portfolio in Q2 2026, its #71 holding.
  • Client 1st Advisory Group first reported a position in Philip Morris in Q3 2024 and has held it in 8 quarters since.
  • 2,937 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.