Continuum Advisory’s Philip Morris PM Stock Holding History

Continuum Advisory’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	$1.54M	Buy	9,313 +154	+2%	+$26.8K	0.15%	135
2025 Q4	$1.47M	Sell	9,159 -359	-4%	-$55.6K	0.15%	130
2025 Q3	$1.54M	Buy	9,518 +659	+7%	+$111K	0.16%	121
2025 Q2	$1.61M	Sell	8,859 -1,468	-14%	-$252K	0.19%	108
2025 Q1	$1.64M	Sell	10,327 -973	-9%	-$138K	0.21%	105
2024 Q4	$1.36M	Buy	11,300 +264	+2%	+$33.3K	0.17%	118
2024 Q3	$1.41M	Buy	11,036 +614	+6%	+$71.3K	0.18%	123
2024 Q2	$1.06M	Sell	10,422 -71	-0.7%	-$6.94K	0.15%	141
2024 Q1	$1.04M	Sell	10,493 -8,854	-46%	-$816K	0.16%	147
2023 Q4	$1.82M	Sell	19,347 -725	-4%	-$66.8K	0.26%	105
2023 Q3	$1.86M	Sell	20,072 -278	-1%	-$26.8K	0.3%	91
2023 Q2	$1.99M	Buy	20,350 +2,547	+14%	+$243K	0.32%	84
2023 Q1	$1.73M	Buy	17,803 +641	+4%	+$63.9K	0.29%	95
2022 Q4	$1.74M	Buy	17,162 +1,232	+8%	+$116K	0.31%	91
2022 Q3	$1.32M	Sell	15,930 -565	-3%	-$53.9K	0.23%	114
2022 Q2	$1.63M	Buy	16,495 +6,638	+67%	+$677K	0.3%	93
2022 Q1	$986K	Buy	9,857 +5,550	+129%	+$555K	0.19%	141
2021 Q4	$409K	Buy	4,307 +429	+11%	+$40.1K	0.09%	206
2021 Q3	$368K	Sell	3,878 -176	-4%	-$17.7K	0.1%	197
2021 Q2	$402K	Buy	+4,054	New	+$389K	0.13%	177
2018 Q1	–	Sell	-4,472	Closed	-$472K	–	168
2017 Q4	$472K	Buy	4,472 +303	+7%	+$32.3K	0.36%	73
2017 Q3	$463K	Buy	4,169 +199	+5%	+$23.2K	0.41%	64
2017 Q2	$466K	Sell	3,970 -2,084	-34%	-$241K	0.46%	56
2017 Q1	$683K	Buy	+6,054	New	+$625K	0.82%	34

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

Continuum Advisory's PM Position: Q1 2026 in Review

Continuum Advisory increased its Philip Morris (PM) stake by 1.7% in Q1 2026, buying an estimated $26.8K and bringing the position to 9,313 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #135.

Continuum Advisory first reported a position in PM in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.99M in Q2 2023. 2,856 funds tracked by Wall St. Rank hold PM as of Q1 2026.

Continuum Advisory held 9,313 shares of Philip Morris worth $1.54M as of Q1 2026.
Continuum Advisory bought 154 Philip Morris shares in Q1 2026, an estimated $26.8K.
Philip Morris made up 0.15% of Continuum Advisory's portfolio in Q1 2026, its #135 holding.
Continuum Advisory first reported a position in Philip Morris in Q1 2017 and has held it in 24 quarters since.
Continuum Advisory's Philip Morris position peaked at $1.99M in Q2 2023.
2,856 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.