Concurrent Investment Advisors’s Philip Morris PM Stock Holding History

Concurrent 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	$8.4M	Sell	50,828 -10,288	-17%	-$1.79M	0.09%	242
2025 Q4	$9.8M	Buy	61,116 +13,597	+29%	+$2.11M	0.11%	189
2025 Q3	$7.71M	Sell	47,519 -2,493	-5%	-$419K	0.13%	163
2025 Q2	$9.11M	Buy	50,012 +526	+1%	+$90.3K	0.18%	125
2025 Q1	$7.85M	Buy	49,486 +19,032	+62%	+$2.7M	0.19%	117
2024 Q4	$3.67M	Buy	30,454 +1,033	+4%	+$130K	0.1%	211
2024 Q3	$3.57M	Sell	29,421 -475	-2%	-$55.2K	0.11%	204
2024 Q2	$3.03M	Buy	29,896 +7,888	+36%	+$771K	0.1%	208
2024 Q1	$2.02M	Sell	22,008 -862	-4%	-$79.5K	0.08%	242
2023 Q4	$2.15M	Buy	+22,870	New	+$2.11M	0.1%	218

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

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

Concurrent Investment Advisors reduced its Philip Morris (PM) stake by 17% in Q1 2026, selling an estimated $1.79M and leaving 50,828 shares worth $8.4M. The position accounts for 0.09% of the portfolio, ranked #242.

Concurrent Investment Advisors first reported a position in PM in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.8M in Q4 2025. 2,854 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Concurrent Investment Advisors held 50,828 shares of Philip Morris worth $8.4M as of Q1 2026.
Concurrent Investment Advisors sold 10,288 Philip Morris shares in Q1 2026, an estimated $1.79M.
Philip Morris made up 0.09% of Concurrent Investment Advisors's portfolio in Q1 2026, its #242 holding.
Concurrent Investment Advisors first reported a position in Philip Morris in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Philip Morris position peaked at $9.8M in Q4 2025.
2,854 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

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