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Cohen Investment Advisors’s Philip Morris PM Stock Holding History

Cohen 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
Q1 		$611K Buy
3,695
+56
+2% +$9.73K 0.29% 54
2025
Q4 		$584K Hold
3,639
– – 0.27% 51
2025
Q3 		$590K Sell
3,639
-455
-11% -$76.6K 0.29% 49
2025
Q2 		$746K Sell
4,094
-236
-5% -$40.5K 0.39% 45
2025
Q1 		$687K Sell
4,330
-133
-3% -$18.8K 0.4% 45
2024
Q4 		$537K Buy
4,463
+77
+2% +$9.71K 0.32% 52
2024
Q3 		$532K Sell
4,386
-1,004
-19% -$117K 0.33% 51
2024
Q2 		$499K Buy
5,390
+656
+14% +$64.1K 0.4% 50
2024
Q1 		$434K Sell
4,734
-200
-4% -$18.4K 0.28% 55
2023
Q4 		$464K Sell
4,934
-456
-8% -$42K 0.34% 52
2023
Q3 		$499K Sell
5,390
-408
-7% -$39.3K 0.4% 50
2023
Q2 		$566K Sell
5,798
-252
-4% -$24.1K 0.46% 51
2023
Q1 		$588K Buy
6,050
+380
+7% +$37.9K 0.47% 49
2022
Q4 		$574K Buy
5,670
+208
+4% +$19.6K 0.48% 49
2022
Q3 		$453K Buy
5,462
+74
+1% +$7.06K 0.42% 53
2022
Q2 		$532K Sell
5,388
-46
-0.8% -$4.69K 0.46% 50
2022
Q1 		$510K Buy
5,434
+59
+1% +$5.9K 0.38% 56
2021
Q4 		$511K Sell
5,375
-1
-0% -$93 0.36% 53
2021
Q3 		$510K Sell
5,376
-5
-0.1% -$503 0.39% 53
2021
Q2 		$533K Buy
5,381
+11
+0.2% +$1.05K 0.41% 50
2021
Q1 		$477K Sell
5,370
-40
-0.7% -$3.4K 0.39% 48
2020
Q4 		$448K Buy
+5,410
New +$421K 0.4% 50

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

Cohen Investment Advisors's PM Position: Q1 2026 in Review

Cohen Investment Advisors increased its Philip Morris (PM) stake by 1.5% in Q1 2026, buying an estimated $9.73K and bringing the position to 3,695 shares worth $611K. The position accounts for 0.29% of the portfolio, ranked #54.

Cohen Investment Advisors first reported a position in PM in Q4 2020 and has held it in 22 quarters since. The position peaked at $746K in Q2 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Cohen Investment Advisors held 3,695 shares of Philip Morris worth $611K as of Q1 2026.
  • Cohen Investment Advisors bought 56 Philip Morris shares in Q1 2026, an estimated $9.73K.
  • Philip Morris made up 0.29% of Cohen Investment Advisors's portfolio in Q1 2026, its #54 holding.
  • Cohen Investment Advisors first reported a position in Philip Morris in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Philip Morris position peaked at $746K in Q2 2025.
  • 2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.