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Coppell Advisory Solutions’s Philip Morris PM Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-1,570
Closed -$254K – 259
2025
Q4 		$254K Sell
1,570
-37
-2% -$5.73K 0.03% 351
2025
Q3 		$262K Sell
1,607
-34
-2% -$5.72K 0.03% 346
2025
Q2 		$297K Sell
1,641
-17,096
-91% -$2.94M 0.04% 301
2025
Q1 		$446K Buy
18,737
+17,524
+1,445% +$2.48M 0.06% 223
2024
Q4 		$146K Sell
1,213
-8
-0.7% -$1.01K 0.02% 338
2024
Q3 		$147K Sell
1,221
-415
-25% -$48.2K 0.02% 335
2024
Q2 		$166K Buy
+1,636
New +$160K 0.03% 294
2023
Q4 		$143K Buy
1,525
+1,354
+792% +$125K 0.03% 305
2023
Q3 		$17.3K Sell
171
-273
-61% -$26.3K 0.01% 514
2023
Q2 		$43.4K Buy
+444
New +$42.4K 0.01% 428
2023
Q1 		– Sell
-236
Closed -$23.9K – 829
2022
Q4 		$23.9K Buy
+236
New +$22.3K 0.01% 472

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

Coppell Advisory Solutions's PM Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Philip Morris (PM) in Q1 2026, closing a stake of 1,570 shares — an estimated $254K sold.

Coppell Advisory Solutions first reported a position in PM in Q4 2022 and held it in 11 quarters. The position peaked at $446K in Q1 2025. 2,853 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,570 Philip Morris shares in Q1 2026, an estimated $254K.
  • Coppell Advisory Solutions first reported a position in Philip Morris in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Philip Morris position peaked at $446K in Q1 2025.
  • 2,853 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.