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Cravens & Co Advisors’s Philip Morris PM Stock Holding History

Cravens & Co 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 		$1.64M Buy
9,933
+403
+4% +$70K 1.07% 22
2025
Q4 		$1.58M Sell
9,530
-353
-4% -$54.7K 1.04% 25
2025
Q3 		$1.6M Buy
9,883
+272
+3% +$45.8K 1.09% 19
2025
Q2 		$1.75M Sell
9,611
-166
-2% -$28.5K 1.31% 16
2025
Q1 		$1.55M Sell
9,777
-275
-3% -$39K 1.21% 13
2024
Q4 		$1.21M Buy
10,052
+74
+0.7% +$9.34K 0.92% 22
2024
Q3 		$1.21M Sell
9,978
-777
-7% -$90.3K 0.94% 19
2024
Q2 		$1.09M Buy
10,755
+1,844
+21% +$180K 0.81% 28
2024
Q1 		$816K Buy
8,911
+108
+1% +$9.96K 0.68% 34
2023
Q4 		$828K Sell
8,803
-47
-0.5% -$4.33K 0.71% 32
2023
Q3 		$819K Buy
8,850
+416
+5% +$40K 0.77% 29
2023
Q2 		$823K Buy
8,434
+14
+0.2% +$1.34K 0.76% 31
2023
Q1 		$819K Buy
8,420
+33
+0.4% +$3.29K 0.76% 28
2022
Q4 		$849K Buy
+8,387
New +$791K 0.79% 22

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

Cravens & Co Advisors's PM Position: Q1 2026 in Review

Cravens & Co Advisors increased its Philip Morris (PM) stake by 4.2% in Q1 2026, buying an estimated $70K and bringing the position to 9,933 shares worth $1.64M. The position accounts for 1.07% of the portfolio, ranked #22.

Cravens & Co Advisors first reported a position in PM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.75M in Q2 2025. 2,852 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Cravens & Co Advisors held 9,933 shares of Philip Morris worth $1.64M as of Q1 2026.
  • Cravens & Co Advisors bought 403 Philip Morris shares in Q1 2026, an estimated $70K.
  • Philip Morris made up 1.07% of Cravens & Co Advisors's portfolio in Q1 2026, its #22 holding.
  • Cravens & Co Advisors first reported a position in Philip Morris in Q4 2022 and has held it in 14 quarters since.
  • Cravens & Co Advisors's Philip Morris position peaked at $1.75M in Q2 2025.
  • 2,852 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Cravens & Co Advisors's 13F filing for Q1 2026, filed 14 May 2026.